Curated Wealth Partners’s Robinhood HOOD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-39,340
| Closed | -$501K | – | 64 |
|
2023
Q4 | $501K | Hold |
39,340
| – | – | 0.08% | 89 |
|
2023
Q3 | $386K | Hold |
39,340
| – | – | 0.07% | 89 |
|
2023
Q2 | $393K | Hold |
39,340
| – | – | 0.08% | 83 |
|
2023
Q1 | $382K | Hold |
39,340
| – | – | 0.09% | 83 |
|
2022
Q4 | $320K | Hold |
39,340
| – | – | 0.08% | 88 |
|
2022
Q3 | $397K | Hold |
39,340
| – | – | 0.12% | 75 |
|
2022
Q2 | $323K | Buy |
+39,340
| New | +$323K | 0.09% | 96 |
|