Avantax Planning Partners’s Mercado Libre MELI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-272
| Closed | -$427K | – | 470 |
|
|
2023
Q4 | $427K | Hold |
272
| – | – | 0.02% | 254 |
|
|
2023
Q3 | $345K | Hold |
272
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $322K | Buy |
272
+3
| +1% | +$3.55K | 0.01% | 283 |
|
|
2023
Q1 | $355K | Hold |
269
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $228K | Buy |
+269
| New | +$228K | 0.01% | 334 |
|
|
2022
Q2 | – | Sell |
-193
| Closed | -$230K | – | 362 |
|
|
2022
Q1 | $230K | Hold |
193
| – | – | 0.01% | 322 |
|
|
2021
Q4 | $260K | Buy |
+193
| New | +$260K | 0.01% | 297 |
|
|
2018
Q2 | – | Sell |
-32
| Closed | -$11K | – | 957 |
|
|
2018
Q1 | $11K | Buy |
+32
| New | +$11K | ﹤0.01% | 998 |
|