Creative Planning’s Volta Inc. VLTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,820
| Closed | -$8.47K | – | 2667 |
|
|
2022
Q4 | $8.47K | Sell |
23,820
-4,500
| -16% | -$1.6K | ﹤0.01% | 2327 |
|
|
2022
Q3 | $34K | Buy |
28,320
+7,850
| +38% | +$9.42K | ﹤0.01% | 2119 |
|
|
2022
Q2 | $27K | Buy |
20,470
+1,125
| +6% | +$1.48K | ﹤0.01% | 2081 |
|
|
2022
Q1 | $59K | Buy |
+19,345
| New | +$59K | ﹤0.01% | 2035 |
|
|
2021
Q2 | – | Sell |
-10,709
| Closed | -$117K | – | 2409 |
|
|
2021
Q1 | $117K | Buy |
+10,709
| New | +$117K | ﹤0.01% | 2170 |
|