Abacus Wealth Partners’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-50,042
| Closed | -$279K | – | 113 |
|
2021
Q4 | $279K | Hold |
50,042
| – | – | 0.1% | 84 |
|
2021
Q3 | $339K | Hold |
50,042
| – | – | 0.12% | 65 |
|
2021
Q2 | $395K | Hold |
50,042
| – | – | 0.15% | 52 |
|
2021
Q1 | $296K | Hold |
50,042
| – | – | 0.21% | 66 |
|
2020
Q4 | $220K | Buy |
+50,042
| New | +$220K | 0.19% | 83 |
|