Baystate Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $51.8K | Sell |
3,015
-9,000
| -75% | -$155K | ﹤0.01% | 376 |
|
2023
Q3 | $192K | Buy |
12,015
+15
| +0.1% | +$240 | 0.02% | 197 |
|
2023
Q2 | $184K | Hold |
12,000
| – | – | 0.02% | 194 |
|
2023
Q1 | $101K | Sell |
12,000
-500
| -4% | -$4.23K | 0.01% | 249 |
|
2022
Q4 | $80K | Buy |
12,500
+4,100
| +49% | +$26.2K | 0.01% | 277 |
|
2022
Q3 | $68K | Hold |
8,400
| – | – | 0.01% | 275 |
|
2022
Q2 | $76K | Hold |
8,400
| – | – | 0.01% | 271 |
|
2022
Q1 | $115K | Buy |
8,400
+900
| +12% | +$12.3K | 0.01% | 228 |
|
2021
Q4 | $137K | Buy |
+7,500
| New | +$137K | 0.01% | 210 |
|