Curated Wealth Partners’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-501
| Closed | -$203K | – | 138 |
|
|
2023
Q2 | $203K | Sell |
501
-2
| -0.4% | -$810 | 0.04% | 133 |
|
|
2023
Q1 | $208K | Sell |
503
-21
| -4% | -$8.67K | 0.05% | 120 |
|
|
2022
Q4 | $225K | Buy |
+524
| New | +$225K | 0.05% | 117 |
|
|
2022
Q2 | – | Sell |
-663
| Closed | -$227K | – | 139 |
|
|
2022
Q1 | $227K | Hold |
663
| – | – | 0.08% | 127 |
|
|
2021
Q4 | $227K | Buy |
663
+14
| +2% | +$4.79K | 0.07% | 131 |
|
|
2021
Q3 | $217K | Hold |
649
| – | – | 0.12% | 138 |
|
|
2021
Q2 | $229K | Buy |
+649
| New | +$229K | 0.12% | 134 |
|