Cerity Partners’s Wag! PET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,500
| Closed | -$23.2K | – | 2584 |
|
|
2024
Q2 | $23.2K | Sell |
14,500
-1,805
| -11% | -$2.89K | ﹤0.01% | 2194 |
|
|
2024
Q1 | $32.3K | Sell |
16,305
-6,695
| -29% | -$13.3K | ﹤0.01% | 2265 |
|
|
2023
Q4 | $40.3K | Buy |
+23,000
| New | +$40.3K | ﹤0.01% | 1813 |
|
|
2023
Q3 | – | Sell |
-35,000
| Closed | -$73.5K | – | 1629 |
|
|
2023
Q2 | $73.5K | Hold |
35,000
| – | – | ﹤0.01% | 1558 |
|
|
2023
Q1 | $78.4K | Buy |
+35,000
| New | +$78.4K | ﹤0.01% | 1783 |
|