Exencial Wealth Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-52,395
| Closed | -$10.9M | – | 428 |
|
|
2022
Q1 | $10.9M | Buy |
52,395
+1,870
| +4% | +$391K | 0.55% | 54 |
|
|
2021
Q4 | $12.4M | Buy |
50,525
+2,718
| +6% | +$665K | 0.6% | 42 |
|
|
2021
Q3 | $9.5M | Buy |
47,807
+3,405
| +8% | +$677K | 0.41% | 62 |
|
|
2021
Q2 | $8.29M | Buy |
44,402
+18,383
| +71% | +$3.43M | 0.45% | 75 |
|
|
2021
Q1 | $5.43M | Buy |
+26,019
| New | +$5.43M | 0.32% | 106 |
|