Bellevue Asset Management’s Datto Holding Corp. MSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-92
| Closed | -$2K | – | 544 |
|
|
2022
Q1 | $2K | Sell |
92
-21
| -19% | -$457 | ﹤0.01% | 498 |
|
|
2021
Q4 | $3K | Sell |
113
-8
| -7% | -$212 | ﹤0.01% | 470 |
|
|
2021
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 497 |
|
|
2021
Q2 | $3K | Buy |
121
+22
| +22% | +$545 | ﹤0.01% | 494 |
|
|
2021
Q1 | $2K | Buy |
99
+35
| +55% | +$707 | ﹤0.01% | 619 |
|
|
2020
Q4 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 615 |
|