AE Wealth Management’s IZEA Worldwide IZEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,350
| Closed | -$5K | – | 1294 |
|
|
2020
Q1 | $5K | Hold |
6,350
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q4 | $6K | Hold |
6,350
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q3 | $7K | Hold |
6,350
| – | – | ﹤0.01% | 984 |
|
|
2019
Q2 | $13K | Buy |
6,350
+1,350
| +27% | +$2.76K | ﹤0.01% | 958 |
|
|
2019
Q1 | $23K | Buy |
5,000
+512
| +11% | +$2.36K | ﹤0.01% | 627 |
|
|
2018
Q4 | $18K | Buy |
4,488
+738
| +20% | +$2.96K | ﹤0.01% | 466 |
|
|
2018
Q3 | $24K | Buy |
+3,750
| New | +$24K | ﹤0.01% | 591 |
|