Corient Private Wealth’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$104K | – | 2332 |
|
|
2023
Q4 | $104K | Hold |
10,000
| – | – | ﹤0.01% | 2152 |
|
|
2023
Q3 | $78K | Hold |
10,000
| – | – | ﹤0.01% | 2047 |
|
|
2023
Q2 | $87.8K | Sell |
10,000
-2,269
| -18% | -$19.9K | ﹤0.01% | 1969 |
|
|
2023
Q1 | $102K | Hold |
12,269
| – | – | ﹤0.01% | 1870 |
|
|
2022
Q4 | $68.3K | Buy |
+12,269
| New | +$68.3K | ﹤0.01% | 1598 |
|