CAGAS
Capital Advisory Group Advisory Services’s Renaissance IPO ETF IPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-65
| Closed | -$3K | – | 334 |
|
|
2022
Q1 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 460 |
|
|
2021
Q4 | – | Sell |
-1,591
| Closed | -$102K | – | 320 |
|
|
2021
Q3 | $102K | Hold |
1,591
| – | – | 0.04% | 229 |
|
|
2021
Q2 | $105K | Buy |
1,591
+221
| +16% | +$14.6K | 0.04% | 229 |
|
|
2021
Q1 | $85K | Buy |
1,370
+1,270
| +1,270% | +$78.8K | 0.03% | 218 |
|
|
2020
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 418 |
|