Baldwin Wealth Partners’s Akebia Therapeutics AKBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-561
| Closed | -$741 | – | 257 |
|
|
2024
Q3 | $741 | Hold |
561
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q2 | $572 | Hold |
561
| – | – | ﹤0.01% | 733 |
|
|
2024
Q1 | $1.03K | Hold |
561
| – | – | ﹤0.01% | 660 |
|
|
2023
Q4 | $696 | Hold |
561
| – | – | ﹤0.01% | 692 |
|
|
2023
Q3 | $640 | Hold |
561
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $513 | Hold |
561
| – | – | ﹤0.01% | 739 |
|
|
2023
Q1 | $314 | Hold |
561
| – | – | ﹤0.01% | 786 |
|
|
2022
Q4 | $324 | Hold |
561
| – | – | ﹤0.01% | 769 |
|
|
2022
Q3 | $0 | Hold |
561
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $0 | Hold |
561
| – | – | ﹤0.01% | 685 |
|
|
2022
Q1 | $0 | Hold |
561
| – | – | ﹤0.01% | 666 |
|
|
2021
Q4 | $1K | Hold |
561
| – | – | ﹤0.01% | 610 |
|
|
2021
Q3 | $2K | Hold |
561
| – | – | ﹤0.01% | 614 |
|
|
2021
Q2 | $2K | Hold |
561
| – | – | ﹤0.01% | 622 |
|
|
2021
Q1 | $2K | Hold |
561
| – | – | ﹤0.01% | 592 |
|
|
2020
Q4 | $2K | Hold |
561
| – | – | ﹤0.01% | 525 |
|
|
2020
Q3 | $1K | Hold |
561
| – | – | ﹤0.01% | 516 |
|
|
2020
Q2 | $8K | Hold |
561
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $4K | Sell |
561
-748
| -57% | -$5.33K | ﹤0.01% | 478 |
|
|
2019
Q4 | $8K | Hold |
1,309
| – | – | ﹤0.01% | 465 |
|
|
2019
Q3 | $5K | Hold |
1,309
| – | – | ﹤0.01% | 474 |
|
|
2019
Q2 | $6K | Hold |
1,309
| – | – | ﹤0.01% | 463 |
|
|
2019
Q1 | $11K | Sell |
1,309
-187
| -13% | -$1.57K | ﹤0.01% | 445 |
|
|
2018
Q4 | $8K | Buy |
+1,496
| New | +$8K | ﹤0.01% | 451 |
|