Ceera Investments’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-259,427
| Closed | -$1.53M | – | 104 |
|
|
2024
Q3 | $1.53M | Hold |
259,427
| – | – | 0.58% | 42 |
|
|
2024
Q2 | $1.55M | Hold |
259,427
| – | – | 0.65% | 39 |
|
|
2024
Q1 | $2.11M | Buy |
259,427
+242,700
| +1,451% | +$1.97M | 0.92% | 32 |
|
|
2023
Q4 | $127K | Sell |
16,727
-210,890
| -93% | -$1.6M | 0.06% | 83 |
|
|
2023
Q3 | $1.51M | Buy |
227,617
+106,097
| +87% | +$704K | 0.82% | 36 |
|
|
2023
Q2 | $999K | Hold |
121,520
| – | – | 0.58% | 41 |
|
|
2023
Q1 | $807K | Buy |
121,520
+27,695
| +30% | +$184K | 0.51% | 41 |
|
|
2022
Q4 | $593K | Buy |
+93,825
| New | +$593K | 0.37% | 57 |
|