Allworth Financial’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-46
| Closed | -$1.25K | – | 4005 |
|
|
2024
Q3 | $1.25K | Hold |
46
| – | – | ﹤0.01% | 3140 |
|
|
2024
Q2 | $1.5K | Buy |
+46
| New | +$1.5K | ﹤0.01% | 3030 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$326 | – | 3649 |
|
|
2023
Q4 | $326 | Buy |
+10
| New | +$326 | ﹤0.01% | 3223 |
|
|
2022
Q4 | – | Sell |
-258
| Closed | -$12K | – | 3106 |
|
|
2022
Q3 | $12K | Buy |
+258
| New | +$12K | ﹤0.01% | 1556 |
|