Coldstream Capital Management’s Porch Group PRCH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-13,331
| Closed | -$97.2K | – | 2756 |
|
2025
Q1 | $97.2K | Hold |
13,331
| – | – | ﹤0.01% | 1369 |
|
2024
Q4 | $65.6K | Hold |
13,331
| – | – | ﹤0.01% | 1054 |
|
2024
Q3 | $20.5K | Hold |
13,331
| – | – | ﹤0.01% | 1078 |
|
2024
Q2 | $20.1K | Hold |
13,331
| – | – | ﹤0.01% | 984 |
|
2024
Q1 | $57.5K | Hold |
13,331
| – | – | ﹤0.01% | 991 |
|
2023
Q4 | $41.1K | Hold |
13,331
| – | – | ﹤0.01% | 938 |
|
2023
Q3 | $10.7K | Buy |
13,331
+2,705
| +25% | +$2.17K | ﹤0.01% | 799 |
|
2023
Q2 | $14.7K | Hold |
10,626
| – | – | ﹤0.01% | 822 |
|
2023
Q1 | $15.2K | Hold |
10,626
| – | – | ﹤0.01% | 829 |
|
2022
Q4 | $20K | Buy |
+10,626
| New | +$20K | ﹤0.01% | 807 |
|
2022
Q2 | $34K | Sell |
13,331
-357
| -3% | -$911 | ﹤0.01% | 763 |
|
2022
Q1 | $95K | Buy |
+13,688
| New | +$95K | ﹤0.01% | 768 |
|