Avantax Planning Partners’s 3D Systems Corporation DDD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-21,450
| Closed | -$230K | – | 373 |
|
2023
Q1 | $230K | Buy |
21,450
+45
| +0.2% | +$482 | 0.01% | 333 |
|
2022
Q4 | $158K | Buy |
21,405
+4,905
| +30% | +$36.3K | 0.01% | 353 |
|
2022
Q3 | $132K | Buy |
16,500
+500
| +3% | +$4K | 0.01% | 333 |
|
2022
Q2 | $155K | Hold |
16,000
| – | – | 0.01% | 325 |
|
2022
Q1 | $267K | Hold |
16,000
| – | – | 0.01% | 300 |
|
2021
Q4 | $345K | Buy |
+16,000
| New | +$345K | 0.01% | 257 |
|