Crestwood Advisors Group’s Phunware PHUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-300
| Closed | -$11.6K | – | 266 |
|
2022
Q4 | $11.6K | Hold |
300
| – | – | ﹤0.01% | 263 |
|
2022
Q3 | $18K | Hold |
300
| – | – | ﹤0.01% | 259 |
|
2022
Q2 | $16K | Hold |
300
| – | – | ﹤0.01% | 259 |
|
2022
Q1 | $42K | Buy |
300
+100
| +50% | +$14K | ﹤0.01% | 282 |
|
2021
Q4 | $26K | Buy |
+200
| New | +$26K | ﹤0.01% | 294 |
|