Congress Wealth Management’s Fisker Inc. FSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-94,640
| Closed | -$608K | – | 677 |
|
|
2023
Q3 | $608K | Hold |
94,640
| – | – | 0.01% | 434 |
|
|
2023
Q2 | $534K | Hold |
94,640
| – | – | 0.01% | 407 |
|
|
2023
Q1 | $581K | Hold |
94,640
| – | – | 0.01% | 401 |
|
|
2022
Q4 | $688K | Hold |
94,640
| – | – | 0.02% | 376 |
|
|
2022
Q3 | $715K | Hold |
94,640
| – | – | 0.02% | 365 |
|
|
2022
Q2 | $811K | Hold |
94,640
| – | – | 0.02% | 355 |
|
|
2022
Q1 | $1.22M | Sell |
94,640
-40
| -0% | -$516 | 0.03% | 329 |
|
|
2021
Q4 | $1.49M | Buy |
+94,680
| New | +$1.49M | 0.03% | 328 |
|