CAPTRUST Financial Advisors’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-646
| Closed | -$6K | – | 3211 |
|
|
2022
Q2 | $6K | Buy |
646
+6
| +0.9% | +$56 | ﹤0.01% | 4005 |
|
|
2022
Q1 | $11K | Sell |
640
-116
| -15% | -$1.99K | ﹤0.01% | 3749 |
|
|
2021
Q4 | $12K | Buy |
756
+381
| +102% | +$6.05K | ﹤0.01% | 3615 |
|
|
2021
Q3 | $7K | Buy |
+375
| New | +$7K | ﹤0.01% | 3812 |
|