Abundance Wealth Counselors’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,290
| Closed | -$25K | – | 143 |
|
|
2023
Q3 | $25K | Sell |
1,290
-125
| -9% | -$2.42K | 0.01% | 130 |
|
|
2023
Q2 | $50K | Buy |
1,415
+555
| +65% | +$19.6K | 0.03% | 64 |
|
|
2023
Q1 | $39K | Buy |
860
+138
| +19% | +$6.26K | 0.01% | 145 |
|
|
2022
Q4 | $31K | Sell |
722
-202
| -22% | -$8.67K | 0.01% | 147 |
|
|
2022
Q3 | $53K | Hold |
924
| – | – | 0.02% | 140 |
|
|
2022
Q2 | $46K | Buy |
924
+39
| +4% | +$1.94K | 0.01% | 144 |
|
|
2022
Q1 | $68K | Buy |
+885
| New | +$68K | 0.02% | 146 |
|