Arkadios Wealth Advisors’s Americold COLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,372
| Closed | -$127K | – | 787 |
|
|
2021
Q3 | $127K | Buy |
4,372
+12
| +0.3% | +$349 | 0.02% | 627 |
|
|
2021
Q2 | $165K | Buy |
4,360
+2,149
| +97% | +$81.3K | 0.02% | 586 |
|
|
2021
Q1 | $85K | Buy |
2,211
+13
| +0.6% | +$500 | 0.01% | 569 |
|
|
2020
Q4 | $82K | Sell |
2,198
-1,377
| -39% | -$51.4K | 0.02% | 463 |
|
|
2020
Q3 | $133K | Buy |
3,575
+31
| +0.9% | +$1.16K | 0.07% | 243 |
|
|
2020
Q2 | $125K | Sell |
3,544
-6,742
| -66% | -$238K | 0.07% | 226 |
|
|
2020
Q1 | $350K | Buy |
10,286
+4,700
| +84% | +$160K | 0.22% | 106 |
|
|
2019
Q4 | $208K | Buy |
+5,586
| New | +$208K | 0.12% | 146 |
|