CAPTRUST Financial Advisors’s Peridot Acquisition Corp. II PDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42,130
| Closed | -$425K | – | 2405 |
|
|
2022
Q4 | $425K | Buy |
+42,130
| New | +$421K | ﹤0.01% | 1424 |
|
|
2022
Q3 | – | Sell |
-6,305
| Closed | -$62K | – | 4492 |
|
|
2022
Q2 | $62K | Sell |
6,305
-600
| -9% | -$5.88K | ﹤0.01% | 2580 |
|
|
2022
Q1 | $68K | Buy |
+6,905
| New | +$67.2K | ﹤0.01% | 2564 |
|