Dynamic Wealth Strategies’s Americold COLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.5K Sell
873
-802
-48% -$13.3K 0.01% 183
2025
Q1
$35.9K Buy
+1,675
New +$35.9K 0.03% 147
2024
Q4
Sell
-1,587
Closed -$45K 100
2024
Q3
$45K Buy
1,587
+1,009
+175% +$28.6K 0.04% 129
2024
Q2
$15K Buy
578
+10
+2% +$260 0.01% 174
2024
Q1
$14K Buy
568
+8
+1% +$197 0.01% 185
2023
Q4
$17K Buy
+560
New +$17K 0.02% 180