BTWM
Baker Tilly Wealth Management’s Qualys QLYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,002
| Closed | -$668K | – | 384 |
|
|
2024
Q1 | $668K | Sell |
4,002
-567
| -12% | -$94.6K | 0.12% | 186 |
|
|
2023
Q4 | $897K | Buy |
4,569
+471
| +11% | +$92.4K | 0.15% | 148 |
|
|
2023
Q3 | $625K | Sell |
4,098
-1,308
| -24% | -$200K | 0.1% | 205 |
|
|
2023
Q2 | $698K | Buy |
5,406
+80
| +2% | +$10.3K | 0.07% | 269 |
|
|
2023
Q1 | $692K | Buy |
5,326
+153
| +3% | +$19.9K | 0.08% | 264 |
|
|
2022
Q4 | $581K | Sell |
5,173
-52
| -1% | -$5.84K | 0.07% | 284 |
|
|
2022
Q3 | $728K | Sell |
5,225
-469
| -8% | -$65.3K | 0.1% | 220 |
|
|
2022
Q2 | $718K | Sell |
5,694
-316
| -5% | -$39.8K | 0.09% | 233 |
|
|
2022
Q1 | $856K | Sell |
6,010
-87
| -1% | -$12.4K | 0.09% | 223 |
|
|
2021
Q4 | $837K | Buy |
6,097
+898
| +17% | +$123K | 0.09% | 245 |
|
|
2021
Q3 | $579K | Buy |
5,199
+2,042
| +65% | +$227K | 0.08% | 282 |
|
|
2021
Q2 | $318K | Buy |
3,157
+789
| +33% | +$79.5K | 0.05% | 383 |
|
|
2021
Q1 | $248K | Buy |
2,368
+554
| +31% | +$58K | 0.05% | 406 |
|
|
2020
Q4 | $221K | Buy |
+1,814
| New | +$221K | 0.07% | 302 |
|