AE Wealth Management’s Purple Innovation PRPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100,000
| Closed | -$105K | – | 1769 |
|
|
2023
Q4 | $105K | Hold |
100,000
| – | – | ﹤0.01% | 1935 |
|
|
2023
Q3 | $171K | Sell |
100,000
-20
| -0% | -$34 | ﹤0.01% | 1801 |
|
|
2023
Q2 | $278K | Buy |
100,020
+22,300
| +29% | +$62K | ﹤0.01% | 1637 |
|
|
2023
Q1 | $205K | Sell |
77,720
-80
| -0.1% | -$211 | ﹤0.01% | 1730 |
|
|
2022
Q4 | $373K | Hold |
77,800
| – | – | ﹤0.01% | 1409 |
|
|
2022
Q3 | $315K | Buy |
77,800
+29,997
| +63% | +$121K | ﹤0.01% | 1454 |
|
|
2022
Q2 | $146K | Sell |
47,803
-4
| -0% | -$12 | ﹤0.01% | 1618 |
|
|
2022
Q1 | $280K | Sell |
47,807
-407
| -0.8% | -$2.38K | ﹤0.01% | 1444 |
|
|
2021
Q4 | $640K | Buy |
+48,214
| New | +$640K | ﹤0.01% | 1158 |
|