BOPW
Brandywine Oak Private Wealth’s POET Technologies POET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,000
| Closed | -$52.9K | – | 239 |
|
|
2025
Q1 | $52.9K | Hold |
14,000
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $83.3K | Buy |
14,000
+1,256
| +10% | +$7.47K | 0.01% | 230 |
|
|
2024
Q3 | $56.6K | Sell |
12,744
-75,425
| -86% | -$335K | 0.01% | 236 |
|
|
2024
Q2 | $183K | Sell |
88,169
-15,801
| -15% | -$32.7K | 0.02% | 225 |
|
|
2024
Q1 | $142K | Buy |
103,970
+30,630
| +42% | +$42K | 0.01% | 235 |
|
|
2023
Q4 | $68.6K | Sell |
73,340
-50,040
| -41% | -$46.8K | 0.01% | 229 |
|
|
2023
Q3 | $378K | Sell |
123,380
-777
| -0.6% | -$2.38K | 0.04% | 163 |
|
|
2023
Q2 | $548K | Sell |
124,157
-6,543
| -5% | -$28.9K | 0.06% | 147 |
|
|
2023
Q1 | $507K | Buy |
130,700
+18,369
| +16% | +$71.3K | 0.06% | 157 |
|
|
2022
Q4 | $339K | Sell |
112,331
-2,250
| -2% | -$6.8K | 0.04% | 186 |
|
|
2022
Q3 | $293K | Buy |
114,581
+10,277
| +10% | +$26.3K | 0.04% | 206 |
|
|
2022
Q2 | $544K | Sell |
104,304
-11,811
| -10% | -$61.6K | 0.07% | 160 |
|
|
2022
Q1 | $874K | Buy |
+116,115
| New | +$874K | 0.1% | 141 |
|