Corient Private Wealth’s NeoVolta NEOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,000
| Closed | -$66K | – | 2478 |
|
|
2024
Q2 | $66K | Hold |
25,000
| – | – | ﹤0.01% | 2234 |
|
|
2024
Q1 | $29.5K | Hold |
25,000
| – | – | ﹤0.01% | 2241 |
|
|
2023
Q4 | $40K | Buy |
25,000
+5,000
| +25% | +$8K | ﹤0.01% | 2206 |
|
|
2023
Q3 | $49.8K | Hold |
20,000
| – | – | ﹤0.01% | 2071 |
|
|
2023
Q2 | $65.5K | Hold |
20,000
| – | – | ﹤0.01% | 1987 |
|
|
2023
Q1 | $51.2K | Hold |
20,000
| – | – | ﹤0.01% | 1923 |
|
|
2022
Q4 | $55.8K | Buy |
+20,000
| New | +$55.8K | ﹤0.01% | 1613 |
|