AO
Advisor OS’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,420
| Closed | -$668K | – | 442 |
|
|
2024
Q3 | $668K | Sell |
1,420
-129
| -8% | -$60.6K | 0.07% | 215 |
|
|
2024
Q2 | $633K | Sell |
1,549
-222
| -13% | -$90.7K | 0.07% | 213 |
|
|
2024
Q1 | $772K | Buy |
1,771
+42
| +2% | +$18.3K | 0.09% | 189 |
|
|
2023
Q4 | $585K | Buy |
1,729
+50
| +3% | +$16.9K | 0.08% | 197 |
|
|
2023
Q3 | $496K | Buy |
1,679
+89
| +6% | +$26.3K | 0.07% | 188 |
|
|
2023
Q2 | $517K | Buy |
1,590
+51
| +3% | +$16.6K | 0.08% | 199 |
|
|
2023
Q1 | $417K | Buy |
1,539
+13
| +0.9% | +$3.52K | 0.1% | 176 |
|
|
2022
Q4 | $327K | Buy |
1,526
+159
| +12% | +$34.1K | 0.09% | 175 |
|
|
2022
Q3 | $253K | Sell |
1,367
-3
| -0.2% | -$555 | 0.08% | 170 |
|
|
2022
Q2 | $252K | Sell |
1,370
-108
| -7% | -$19.9K | 0.07% | 186 |
|
|
2022
Q1 | $322K | Sell |
1,478
-2,856
| -66% | -$622K | 0.09% | 170 |
|
|
2021
Q4 | $1.12M | Buy |
4,334
+917
| +27% | +$238K | 0.23% | 100 |
|
|
2021
Q3 | $715K | Sell |
3,417
-22
| -0.6% | -$4.6K | 0.16% | 123 |
|
|
2021
Q2 | $709K | Buy |
3,439
+702
| +26% | +$145K | 0.15% | 111 |
|
|
2021
Q1 | $572K | Buy |
2,737
+1,239
| +83% | +$259K | 0.13% | 112 |
|
|
2020
Q4 | $343K | Buy |
1,498
+200
| +15% | +$45.8K | 0.09% | 101 |
|
|
2020
Q3 | $239K | Sell |
1,298
-23
| -2% | -$4.24K | 0.1% | 92 |
|
|
2020
Q2 | $226K | Buy |
+1,321
| New | +$226K | 0.13% | 119 |
|