Avitas Wealth Management’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $215K | Sell |
4,922
-160
| -3% | -$6.99K | 0.03% | 188 |
|
|
2024
Q3 | $245K | Buy |
+5,082
| New | +$245K | 0.03% | 191 |
|
|
2024
Q2 | – | Sell |
-5,753
| Closed | -$217K | – | 209 |
|
|
2024
Q1 | $217K | Buy |
+5,753
| New | +$217K | 0.03% | 202 |
|
|
2022
Q4 | – | Sell |
-15,104
| Closed | -$182K | – | 192 |
|
|
2022
Q3 | $182K | Buy |
15,104
+1,038
| +7% | +$12.5K | 0.04% | 179 |
|
|
2022
Q2 | $157K | Sell |
14,066
-5,254
| -27% | -$58.6K | 0.03% | 188 |
|
|
2022
Q1 | $310K | Buy |
+19,320
| New | +$310K | 0.06% | 177 |
|