Annex Advisory Services’s Electromed ELMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-24,452
| Closed | -$262K | – | 257 |
|
2023
Q2 | $262K | Buy |
24,452
+1,883
| +8% | +$20.2K | 0.01% | 215 |
|
2023
Q1 | $235K | Sell |
22,569
-8,665
| -28% | -$90.1K | 0.01% | 208 |
|
2022
Q4 | $328K | Buy |
31,234
+8,568
| +38% | +$89.9K | 0.02% | 181 |
|
2022
Q3 | $232K | Buy |
22,666
+1,558
| +7% | +$15.9K | 0.02% | 204 |
|
2022
Q2 | $203K | Buy |
21,108
+88
| +0.4% | +$846 | 0.01% | 241 |
|
2022
Q1 | $261K | Buy |
21,020
+5,158
| +33% | +$64K | 0.02% | 208 |
|
2021
Q4 | $206K | Buy |
+15,862
| New | +$206K | 0.01% | 236 |
|