ARS Investment Partners’s Mogo MOGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-135,652
| Closed | -$250K | – | 166 |
|
|
2023
Q4 | $250K | Buy |
+135,652
| New | +$250K | 0.03% | 134 |
|
|
2023
Q3 | – | Sell |
-207,767
| Closed | -$425K | – | 160 |
|
|
2023
Q2 | $425K | Hold |
207,767
| – | – | 0.05% | 115 |
|
|
2023
Q1 | $410K | Hold |
207,767
| – | – | 0.05% | 110 |
|
|
2022
Q4 | $330K | Buy |
207,767
+11,667
| +6% | +$18.5K | 0.04% | 109 |
|
|
2022
Q3 | $541K | Buy |
196,100
+50,000
| +34% | +$138K | 0.07% | 98 |
|
|
2022
Q2 | $377K | Buy |
146,100
+53,833
| +58% | +$139K | 0.05% | 112 |
|
|
2022
Q1 | $805K | Buy |
92,267
+55,500
| +151% | +$484K | 0.08% | 91 |
|
|
2021
Q4 | $377K | Sell |
36,767
-4,525
| -11% | -$46.4K | 0.03% | 121 |
|
|
2021
Q3 | $535K | Buy |
41,292
+24,695
| +149% | +$320K | 0.05% | 103 |
|
|
2021
Q2 | $391K | Buy |
16,597
+7,752
| +88% | +$183K | 0.04% | 108 |
|
|
2021
Q1 | $226K | Buy |
+8,845
| New | +$226K | 0.03% | 126 |
|