AE Wealth Management’s NeoVolta NEOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-61,197
| Closed | -$95.2K | – | 1690 |
|
|
2023
Q4 | $95.2K | Hold |
61,197
| – | – | ﹤0.01% | 1943 |
|
|
2023
Q3 | $152K | Hold |
61,197
| – | – | ﹤0.01% | 1809 |
|
|
2023
Q2 | $200K | Sell |
61,197
-2,092
| -3% | -$6.85K | ﹤0.01% | 1749 |
|
|
2023
Q1 | $162K | Buy |
63,289
+9,324
| +17% | +$23.9K | ﹤0.01% | 1754 |
|
|
2022
Q4 | $151K | Hold |
53,965
| – | – | ﹤0.01% | 1690 |
|
|
2022
Q3 | $271K | Buy |
+53,965
| New | +$271K | ﹤0.01% | 1505 |
|