AWS
AJ Wealth Strategies’s Spotify SPOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $992K | Buy |
6,179
+42
| +0.7% | +$6.74K | 0.05% | 130 |
|
|
2023
Q1 | $820K | Sell |
6,137
-7,259
| -54% | -$970K | 0.04% | 138 |
|
|
2022
Q4 | $1.06M | Sell |
13,396
-152
| -1% | -$12K | 0.06% | 132 |
|
|
2022
Q3 | $1.17M | Hold |
13,548
| – | – | 0.07% | 117 |
|
|
2022
Q2 | $1.27M | Buy |
13,548
+9,700
| +252% | +$910K | 0.07% | 114 |
|
|
2022
Q1 | $581K | Hold |
3,848
| – | – | 0.03% | 188 |
|
|
2021
Q4 | $901K | Buy |
3,848
+19
| +0.5% | +$4.45K | 0.04% | 149 |
|
|
2021
Q3 | $863K | Hold |
3,829
| – | – | 0.05% | 142 |
|
|
2021
Q2 | $1.06M | Buy |
3,829
+295
| +8% | +$81.3K | 0.06% | 121 |
|
|
2021
Q1 | $947K | Hold |
3,534
| – | – | 0.07% | 120 |
|
|
2020
Q4 | $1.11M | Hold |
3,534
| – | – | 0.1% | 98 |
|
|
2020
Q3 | $857K | Hold |
3,534
| – | – | 0.09% | 101 |
|
|
2020
Q2 | $912K | Buy |
+3,534
| New | +$912K | 0.1% | 88 |
|