Encompass Wealth Advisors’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $273K | Buy |
+204
| New | +$273K | 0.1% | 87 |
|
2022
Q1 | – | Sell |
-418
| Closed | -$252K | – | 362 |
|
2021
Q4 | $252K | Hold |
418
| – | – | 0.06% | 198 |
|
2021
Q3 | $255K | Hold |
418
| – | – | 0.07% | 197 |
|
2021
Q2 | $220K | Hold |
418
| – | – | 0.05% | 209 |
|
2021
Q1 | $210K | Buy |
+418
| New | +$210K | 0.05% | 210 |
|