Allworth Financial’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45 | Buy |
+50
| New | +$45 | ﹤0.01% | 4448 |
|
|
2023
Q4 | – | Sell |
-95
| Closed | -$126 | – | 3556 |
|
|
2023
Q3 | $126 | Hold |
95
| – | – | ﹤0.01% | 3303 |
|
|
2023
Q2 | $80 | Hold |
95
| – | – | ﹤0.01% | 3183 |
|
|
2023
Q1 | $81 | Buy |
+95
| New | +$81 | ﹤0.01% | 3106 |
|
|
2022
Q4 | – | Sell |
-95
| Closed | – | – | 3120 |
|
|
2022
Q3 | $0 | Hold |
95
| – | – | ﹤0.01% | 2912 |
|
|
2022
Q2 | $0 | Buy |
+95
| New | – | ﹤0.01% | 2628 |
|
|
2022
Q1 | – | Sell |
-95
| Closed | -$1K | – | 2263 |
|
|
2021
Q4 | $1K | Buy |
+95
| New | +$1K | ﹤0.01% | 1838 |
|
|
2021
Q2 | – | Sell |
-95
| Closed | -$2K | – | 1624 |
|
|
2021
Q1 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 1312 |
|