Creative Planning’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 |
-1,739
| Closed | -$12.1K | – | 3680 |
|
|
2024
Q3 | $12.1K | Sell |
1,739
-15
| -0.9% | -$104 | ﹤0.01% | 3166 |
|
|
2024
Q2 | $13.7K | Buy |
1,754
+15
| +0.9% | +$117 | ﹤0.01% | 2970 |
|
|
2024
Q1 | $18.5K | Sell |
1,739
-62
| -3% | -$660 | ﹤0.01% | 2816 |
|
|
2023
Q4 | $32.9K | Sell |
1,801
-484
| -21% | -$8.84K | ﹤0.01% | 2656 |
|
|
2023
Q3 | $44.7K | Buy |
2,285
+470
| +26% | +$9.19K | ﹤0.01% | 2477 |
|
|
2023
Q2 | $63.5K | Sell |
1,815
-4
| -0.2% | -$140 | ﹤0.01% | 2398 |
|
|
2023
Q1 | $82.9K | Buy |
1,819
+4
| +0.2% | +$182 | ﹤0.01% | 2265 |
|
|
2022
Q4 | $78.4K | Buy |
+1,815
| New | +$78.4K | ﹤0.01% | 2169 |
|
|
2021
Q2 | – | Sell |
-1,758
| Closed | -$358K | – | 2373 |
|
|
2021
Q1 | $358K | Buy |
+1,758
| New | +$358K | ﹤0.01% | 1649 |
|