BTWM
Baker Tilly Wealth Management’s WIX.com WIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,015
| Closed | -$301K | – | 577 |
|
|
2023
Q1 | $301K | Sell |
3,015
-955
| -24% | -$95.3K | 0.03% | 449 |
|
|
2022
Q4 | $305K | Buy |
3,970
+1,383
| +53% | +$106K | 0.04% | 431 |
|
|
2022
Q3 | $202K | Sell |
2,587
-848
| -25% | -$66.2K | 0.03% | 477 |
|
|
2022
Q2 | $225K | Buy |
3,435
+77
| +2% | +$5.04K | 0.03% | 456 |
|
|
2022
Q1 | $351K | Buy |
3,358
+804
| +31% | +$84K | 0.04% | 409 |
|
|
2021
Q4 | $403K | Buy |
2,554
+645
| +34% | +$102K | 0.04% | 394 |
|
|
2021
Q3 | $374K | Buy |
1,909
+536
| +39% | +$105K | 0.05% | 377 |
|
|
2021
Q2 | $399K | Buy |
1,373
+84
| +7% | +$24.4K | 0.06% | 333 |
|
|
2021
Q1 | $360K | Buy |
+1,289
| New | +$360K | 0.07% | 313 |
|