Baker Tilly Wealth Management’s Porch Group PRCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,077
| Closed | -$27.7K | – | 530 |
|
|
2023
Q2 | $27.7K | Buy |
+20,077
| New | +$27.7K | ﹤0.01% | 545 |
|
|
2023
Q1 | – | Sell |
-17,777
| Closed | -$33.4K | – | 568 |
|
|
2022
Q4 | $33.4K | Sell |
17,777
-763
| -4% | -$1.43K | ﹤0.01% | 534 |
|
|
2022
Q3 | $42K | Buy |
18,540
+6,678
| +56% | +$15.1K | 0.01% | 499 |
|
|
2022
Q2 | $30K | Buy |
11,862
+889
| +8% | +$2.25K | ﹤0.01% | 489 |
|
|
2022
Q1 | $76K | Buy |
+10,973
| New | +$76K | 0.01% | 513 |
|