Cornerstone Wealth Management’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 |
-665
| Closed | -$4.62K | – | 607 |
|
|
2024
Q3 | $4.62K | Hold |
665
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $5.2K | Hold |
665
| – | – | ﹤0.01% | 551 |
|
|
2024
Q1 | $7.07K | Buy |
665
+35
| +6% | +$372 | ﹤0.01% | 534 |
|
|
2023
Q4 | $11.5K | Sell |
630
-15
| -2% | -$274 | ﹤0.01% | 520 |
|
|
2023
Q3 | $12.6K | Hold |
645
| – | – | ﹤0.01% | 523 |
|
|
2023
Q2 | $22.6K | Buy |
645
+25
| +4% | +$874 | ﹤0.01% | 499 |
|
|
2023
Q1 | $28.2K | Buy |
+620
| New | +$28.2K | ﹤0.01% | 465 |
|
|
2022
Q3 | $36K | Buy |
630
+70
| +13% | +$4K | ﹤0.01% | 434 |
|
|
2022
Q2 | $28K | Buy |
+560
| New | +$28K | ﹤0.01% | 441 |
|