Dakota Wealth Management’s CXApp CXAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-55,450
| Closed | -$558K | – | 509 |
|
|
2022
Q1 | $558K | Hold |
55,450
| – | – | 0.05% | 271 |
|
|
2021
Q4 | $553K | Sell |
55,450
-975
| -2% | -$9.72K | 0.06% | 223 |
|
|
2021
Q3 | $561K | Hold |
56,425
| – | – | 0.06% | 211 |
|
|
2021
Q2 | $556K | Sell |
56,425
-1,700
| -3% | -$16.8K | 0.07% | 211 |
|
|
2021
Q1 | $570K | Buy |
+58,125
| New | +$570K | 0.07% | 196 |
|