Arete Wealth Advisors’s 908 Devices MASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,482
| Closed | -$68K | – | 774 |
|
|
2024
Q3 | $68K | Sell |
19,482
-15,153
| -44% | -$52.9K | 0.01% | 684 |
|
|
2024
Q2 | $175K | Buy |
34,635
+5,104
| +17% | +$25.8K | 0.01% | 672 |
|
|
2024
Q1 | $223K | Buy |
29,531
+1,573
| +6% | +$11.9K | 0.02% | 372 |
|
|
2023
Q4 | $314K | Buy |
27,958
+5,200
| +23% | +$58.3K | 0.02% | 542 |
|
|
2023
Q3 | $152K | Buy |
22,758
+5,997
| +36% | +$39.9K | 0.03% | 452 |
|
|
2023
Q2 | $115K | Buy |
16,761
+2,474
| +17% | +$17K | 0.01% | 625 |
|
|
2023
Q1 | $123K | Buy |
+14,287
| New | +$123K | 0.01% | 599 |
|