Executive Wealth Management’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,635
| Closed | -$268K | – | 199 |
|
|
2021
Q4 | $268K | Sell |
4,635
-240
| -5% | -$13.9K | 0.03% | 170 |
|
|
2021
Q3 | $313K | Buy |
4,875
+94
| +2% | +$6.04K | 0.03% | 147 |
|
|
2021
Q2 | $316K | Sell |
4,781
-225
| -4% | -$14.9K | 0.03% | 152 |
|
|
2021
Q1 | $311K | Buy |
5,006
+20
| +0.4% | +$1.24K | 0.04% | 152 |
|
|
2020
Q4 | $321K | Buy |
+4,986
| New | +$321K | 0.04% | 139 |
|