BTWM
Baker Tilly Wealth Management’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,157
| Closed | -$218K | – | 284 |
|
|
2024
Q2 | $218K | Sell |
1,157
-4,581
| -80% | -$862K | 0.09% | 256 |
|
|
2024
Q1 | $1.06M | Sell |
5,738
-177
| -3% | -$32.7K | 0.19% | 115 |
|
|
2023
Q4 | $1.15M | Buy |
5,915
+324
| +6% | +$62.8K | 0.19% | 120 |
|
|
2023
Q3 | $954K | Sell |
5,591
-820
| -13% | -$140K | 0.16% | 135 |
|
|
2023
Q2 | $1.23M | Sell |
6,411
-171
| -3% | -$32.8K | 0.13% | 171 |
|
|
2023
Q1 | $1M | Sell |
6,582
-1,056
| -14% | -$161K | 0.11% | 198 |
|
|
2022
Q4 | $981K | Sell |
7,638
-263
| -3% | -$33.8K | 0.12% | 188 |
|
|
2022
Q3 | $982K | Sell |
7,901
-306
| -4% | -$38K | 0.13% | 167 |
|
|
2022
Q2 | $928K | Sell |
8,207
-309
| -4% | -$34.9K | 0.12% | 183 |
|
|
2022
Q1 | $1.12M | Buy |
8,516
+1,493
| +21% | +$196K | 0.12% | 174 |
|
|
2021
Q4 | $1M | Sell |
7,023
-661
| -9% | -$94.1K | 0.11% | 197 |
|
|
2021
Q3 | $1.24M | Buy |
7,684
+3,478
| +83% | +$561K | 0.16% | 126 |
|
|
2021
Q2 | $420K | Buy |
4,206
+509
| +14% | +$50.8K | 0.07% | 317 |
|
|
2021
Q1 | $367K | Buy |
3,697
+709
| +24% | +$70.4K | 0.08% | 303 |
|
|
2020
Q4 | $324K | Buy |
+2,988
| New | +$324K | 0.1% | 222 |
|