Arete Wealth Advisors’s Renaissance International IPO ETF IPOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,698
| Closed | -$150K | – | 537 |
|
|
2023
Q4 | $150K | Buy |
+10,698
| New | +$150K | 0.01% | 693 |
|
|
2023
Q3 | – | Sell |
-10,675
| Closed | -$163K | – | 609 |
|
|
2023
Q2 | $163K | Buy |
+10,675
| New | +$163K | 0.01% | 609 |
|
|
2022
Q4 | – | Sell |
-10,671
| Closed | -$154K | – | 666 |
|
|
2022
Q3 | $154K | Buy |
+10,671
| New | +$154K | 0.02% | 528 |
|