Cassady Schiller Wealth Management’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $66K | Buy |
74
+26
| +54% | +$23.2K | 0.02% | 185 |
|
|
2024
Q3 | $34K | Hold |
48
| – | – | 0.01% | 232 |
|
|
2024
Q2 | $32.4K | Sell |
48
-2
| -4% | -$1.35K | 0.01% | 232 |
|
|
2024
Q1 | $30.4K | Sell |
50
-5,340
| -99% | -$3.24M | 0.01% | 247 |
|
|
2023
Q4 | $197K | Buy |
5,390
+5,363
| +19,863% | +$196K | 0.1% | 109 |
|
|
2023
Q3 | $10.2K | Hold |
27
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $11.9K | Hold |
27
| – | – | 0.01% | 321 |
|
|
2023
Q1 | $9.33K | Hold |
27
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $7.96K | Buy |
+27
| New | +$7.96K | ﹤0.01% | 333 |
|
|
2022
Q1 | – | Sell |
-35
| Closed | -$21K | – | 420 |
|
|
2021
Q4 | $21K | Buy |
+35
| New | +$21K | 0.01% | 269 |
|