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EP Wealth Advisors’s Samsara IOT Stock Holding History

EP Wealth Advisors’s Portfolio IOT Stock Details IOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,225
Closed -$235K – 876
2024
Q1 		$235K Sell
6,225
-5
-0.1% -$189 ﹤0.01% 698
2023
Q4 		$208K Buy
+6,230
New +$208K ﹤0.01% 703