Colonial Trust Advisors’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-250
| Closed | -$1.74K | – | 800 |
|
2024
Q3 | $1.74K | Hold |
250
| – | – | ﹤0.01% | 689 |
|
2024
Q2 | $1.96K | Hold |
250
| – | – | ﹤0.01% | 678 |
|
2024
Q1 | $2.66K | Hold |
250
| – | – | ﹤0.01% | 768 |
|
2023
Q4 | $4.57K | Hold |
250
| – | – | ﹤0.01% | 625 |
|
2023
Q3 | $4.89K | Hold |
250
| – | – | ﹤0.01% | 614 |
|
2023
Q2 | $8.75K | Hold |
250
| – | – | ﹤0.01% | 547 |
|
2023
Q1 | $11.4K | Hold |
250
| – | – | ﹤0.01% | 493 |
|
2022
Q4 | $10.8K | Buy |
+250
| New | +$10.8K | ﹤0.01% | 506 |
|