Avidian Wealth Enterprises’s Phunware PHUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-486
| Closed | -$13.1K | – | 417 |
|
|
2023
Q2 | $13.1K | Hold |
486
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $17.3K | Hold |
486
| – | – | ﹤0.01% | 471 |
|
|
2022
Q4 | $18.8K | Hold |
486
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $29K | Hold |
486
| – | – | ﹤0.01% | 417 |
|
|
2022
Q2 | $26K | Hold |
486
| – | – | ﹤0.01% | 446 |
|
|
2022
Q1 | $68K | Hold |
486
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $64K | Sell |
486
-4,471
| -90% | -$589K | ﹤0.01% | 505 |
|
|
2021
Q3 | $230K | Hold |
4,957
| – | – | 0.02% | 335 |
|
|
2021
Q2 | $345K | Hold |
4,957
| – | – | 0.03% | 281 |
|
|
2021
Q1 | $409K | Hold |
4,957
| – | – | 0.03% | 238 |
|
|
2020
Q4 | $312K | Buy |
4,957
+520
| +12% | +$32.7K | 0.03% | 249 |
|
|
2020
Q3 | $203K | Hold |
4,437
| – | – | 0.02% | 265 |
|
|
2020
Q2 | $273K | Buy |
4,437
+137
| +3% | +$8.43K | 0.04% | 210 |
|
|
2020
Q1 | $145K | Hold |
4,300
| – | – | 0.02% | 196 |
|
|
2019
Q4 | $256K | Hold |
4,300
| – | – | 0.04% | 193 |
|
|
2019
Q3 | $310K | Buy |
+4,300
| New | +$310K | 0.05% | 145 |
|