EP Wealth Advisors’s Remitly RELY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,000
| Closed | -$208K | – | 1463 |
|
|
2025
Q1 | $208K | Sell |
10,000
-4,878
| -33% | -$101K | ﹤0.01% | 1112 |
|
|
2024
Q4 | $336K | Sell |
14,878
-6,977
| -32% | -$157K | ﹤0.01% | 823 |
|
|
2024
Q3 | $293K | Hold |
21,855
| – | – | ﹤0.01% | 874 |
|
|
2024
Q2 | $265K | Buy |
+21,855
| New | +$265K | ﹤0.01% | 686 |
|