Capstone Investment Advisors’s Volato Group SOAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,000
| Closed | -$509K | – | 726 |
|
2022
Q4 | $509K | Hold |
2,000
| – | – | ﹤0.01% | 453 |
|
2022
Q3 | $501K | Hold |
2,000
| – | – | ﹤0.01% | 557 |
|
2022
Q2 | $495K | Hold |
2,000
| – | – | ﹤0.01% | 515 |
|
2022
Q1 | $495K | Buy |
+2,000
| New | +$495K | ﹤0.01% | 510 |
|