Ameliora Wealth Management’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,000
| Closed | -$40.3K | – | 176 |
|
2024
Q2 | $40.3K | Hold |
1,000
| – | – | 0.02% | 125 |
|
2024
Q1 | $41.5K | Hold |
1,000
| – | – | 0.02% | 139 |
|
2023
Q4 | $37.7K | Hold |
1,000
| – | – | 0.02% | 129 |
|
2023
Q3 | $32K | Hold |
1,000
| – | – | 0.02% | 146 |
|
2023
Q2 | $32.7K | Hold |
1,000
| – | – | 0.02% | 137 |
|
2023
Q1 | $29.3K | Hold |
1,000
| – | – | 0.02% | 155 |
|
2022
Q4 | $24.7K | Hold |
1,000
| – | – | 0.01% | 180 |
|
2022
Q3 | $27K | Buy |
+1,000
| New | +$27K | 0.01% | 168 |
|