Endowment Wealth Management’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,414
Closed -$367K 136
2022
Q3
$367K Buy
6,414
+55
+0.9% +$3.15K 0.45% 64
2022
Q2
$315K Hold
6,359
0.38% 68
2022
Q1
$487K Hold
6,359
0.51% 50
2021
Q4
$847K Buy
+6,359
New +$847K 0.86% 24