Evergreen Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-663
| Closed | -$12.1K | – | 125 |
|
|
2023
Q4 | $12.1K | Sell |
663
-586
| -47% | -$10.7K | 0.01% | 112 |
|
|
2023
Q3 | $24.4K | Buy |
1,249
+81
| +7% | +$1.58K | 0.02% | 104 |
|
|
2023
Q2 | $40.9K | Buy |
1,168
+306
| +35% | +$10.7K | 0.04% | 102 |
|
|
2023
Q1 | $39K | Sell |
862
-88
| -9% | -$3.98K | 0.05% | 102 |
|
|
2022
Q4 | $41K | Buy |
950
+70
| +8% | +$3.02K | 0.05% | 94 |
|
|
2022
Q3 | $50K | Buy |
880
+265
| +43% | +$15.1K | 0.07% | 93 |
|
|
2022
Q2 | $30K | Buy |
+615
| New | +$30K | 0.04% | 99 |
|