Cetera Investment Advisers’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,451
| Closed | -$91.8K | – | 4116 |
|
|
2025
Q1 | $91.8K | Buy |
22,451
+12
| +0.1% | +$49 | ﹤0.01% | 3788 |
|
|
2024
Q4 | $112K | Buy |
22,439
+125
| +0.6% | +$624 | ﹤0.01% | 3558 |
|
|
2024
Q3 | $131K | Hold |
22,314
| – | – | ﹤0.01% | 3489 |
|
|
2024
Q2 | $133K | Sell |
22,314
-300
| -1% | -$1.79K | ﹤0.01% | 3461 |
|
|
2024
Q1 | $184K | Buy |
+22,614
| New | +$184K | ﹤0.01% | 3376 |
|