Essex Private Wealth Management’s Digital Turbine APPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,633
| Closed | -$203K | – | 33 |
|
|
2022
Q1 | $203K | Buy |
4,633
+410
| +10% | +$18K | 0.55% | 33 |
|
|
2021
Q4 | $258K | Sell |
4,223
-168
| -4% | -$10.3K | 0.22% | 55 |
|
|
2021
Q3 | $302K | Sell |
4,391
-539
| -11% | -$37.1K | 0.27% | 55 |
|
|
2021
Q2 | $375K | Sell |
4,930
-2,851
| -37% | -$217K | 0.34% | 52 |
|
|
2021
Q1 | $625K | Buy |
7,781
+3,112
| +67% | +$250K | 0.6% | 32 |
|
|
2020
Q4 | $264K | Buy |
+4,669
| New | +$264K | 0.26% | 57 |
|