Capital Advisors Wealth Management’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-549
| Closed | -$25K | – | 153 |
|
|
2023
Q1 | $25K | Buy |
549
+25
| +5% | +$1.14K | 0.01% | 138 |
|
|
2022
Q4 | $22.6K | Hold |
524
| – | – | 0.01% | 130 |
|
|
2022
Q3 | $30K | Sell |
524
-285
| -35% | -$16.3K | 0.01% | 117 |
|
|
2022
Q2 | $40K | Hold |
809
| – | – | 0.01% | 115 |
|
|
2022
Q1 | $62K | Buy |
+809
| New | +$62K | 0.02% | 122 |
|