BDO Wealth Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,939
| Closed | -$18.9K | – | 1086 |
|
2022
Q4 | $18.9K | Sell |
2,939
-200
| -6% | -$1.28K | ﹤0.01% | 586 |
|
2022
Q3 | $26K | Hold |
3,139
| – | – | ﹤0.01% | 521 |
|
2022
Q2 | $28K | Sell |
3,139
-1,552
| -33% | -$13.8K | ﹤0.01% | 505 |
|
2022
Q1 | $64K | Hold |
4,691
| – | – | 0.01% | 390 |
|
2021
Q4 | $85K | Buy |
4,691
+4
| +0.1% | +$72 | 0.01% | 369 |
|
2021
Q3 | $113K | Sell |
4,687
-48
| -1% | -$1.16K | 0.01% | 342 |
|
2021
Q2 | $125K | Sell |
4,735
-375
| -7% | -$9.9K | 0.01% | 348 |
|
2021
Q1 | $119K | Buy |
5,110
+4,560
| +829% | +$106K | 0.01% | 343 |
|
2020
Q4 | $13K | Buy |
550
+350
| +175% | +$8.27K | ﹤0.01% | 526 |
|
2020
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 707 |
|