EHWM
Eads & Heald Wealth Management’s Akamai AKAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,147
| Closed | -$470K | – | 144 |
|
|
2022
Q2 | $470K | Sell |
5,147
-1,780
| -26% | -$163K | 0.25% | 113 |
|
|
2022
Q1 | $827K | Sell |
6,927
-220
| -3% | -$26.3K | 0.38% | 97 |
|
|
2021
Q4 | $836K | Hold |
7,147
| – | – | 0.36% | 97 |
|
|
2021
Q3 | $748K | Buy |
7,147
+239
| +3% | +$25K | 0.36% | 101 |
|
|
2021
Q2 | $805K | Buy |
6,908
+220
| +3% | +$25.6K | 0.39% | 98 |
|
|
2021
Q1 | $682K | Buy |
+6,688
| New | +$682K | 0.35% | 98 |
|