Caerus Investment Advisors’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-249,186
| Closed | -$2.11M | – | 47 |
|
|
2023
Q1 | $2.11M | Buy |
+249,186
| New | +$2.11M | 2.43% | 14 |
|
|
2022
Q4 | – | Sell |
-147,938
| Closed | -$1.2M | – | 56 |
|
|
2022
Q3 | $1.2M | Sell |
147,938
-93,500
| -39% | -$760K | 1.52% | 16 |
|
|
2022
Q2 | $2.19M | Sell |
241,438
-55,555
| -19% | -$504K | 2.65% | 11 |
|
|
2022
Q1 | $2.22M | Buy |
296,993
+290,488
| +4,466% | +$2.17M | 2.68% | 11 |
|
|
2021
Q4 | $118K | Buy |
+6,505
| New | +$118K | 0.13% | 63 |
|