Beacon Pointe Advisors’s INNOVATE Corp VATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,280
| Closed | -$22.4K | – | 1339 |
|
|
2023
Q2 | $22.4K | Hold |
1,280
| – | – | ﹤0.01% | 1062 |
|
|
2023
Q1 | $38K | Hold |
1,280
| – | – | ﹤0.01% | 1120 |
|
|
2022
Q4 | $23.9K | Hold |
1,280
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q3 | $9K | Hold |
1,280
| – | – | ﹤0.01% | 992 |
|
|
2022
Q2 | $22K | Hold |
1,280
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q1 | $47K | Hold |
1,280
| – | – | ﹤0.01% | 1173 |
|
|
2021
Q4 | $47K | Hold |
1,280
| – | – | ﹤0.01% | 914 |
|
|
2021
Q3 | $52K | Buy |
1,280
+50
| +4% | +$2.03K | ﹤0.01% | 888 |
|
|
2021
Q2 | $49K | Hold |
1,230
| – | – | ﹤0.01% | 822 |
|
|
2021
Q1 | $49K | Hold |
1,230
| – | – | ﹤0.01% | 522 |
|
|
2020
Q4 | $40K | Hold |
1,230
| – | – | ﹤0.01% | 504 |
|
|
2020
Q3 | $30K | Buy |
1,230
+50
| +4% | +$1.22K | ﹤0.01% | 396 |
|
|
2020
Q2 | $39K | Hold |
1,180
| – | – | ﹤0.01% | 396 |
|
|
2020
Q1 | $18K | Buy |
+1,180
| New | +$18K | ﹤0.01% | 292 |
|