AE Wealth Management’s INNOVATE Corp VATE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,193
Closed -$86K 1662
2021
Q1
$86K Buy
2,193
+109
+5% +$4.28K ﹤0.01% 1436
2020
Q4
$68K Hold
2,084
﹤0.01% 1322
2020
Q3
$50K Buy
+2,084
New +$50K ﹤0.01% 1234