Clearstead Advisors’s Planet Labs PL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,167
| Closed | -$36K | – | 1552 |
|
|
2023
Q2 | $36K | Hold |
11,167
| – | – | ﹤0.01% | 791 |
|
|
2023
Q1 | $43.9K | Sell |
11,167
-11,167
| -50% | -$43.9K | ﹤0.01% | 691 |
|
|
2022
Q4 | $97.2K | Hold |
22,334
| – | – | 0.01% | 500 |
|
|
2022
Q3 | $121K | Hold |
22,334
| – | – | 0.01% | 441 |
|
|
2022
Q2 | $97K | Hold |
22,334
| – | – | 0.01% | 504 |
|
|
2022
Q1 | $113K | Buy |
+22,334
| New | +$113K | 0.01% | 523 |
|