Exencial Wealth Advisors’s Iridium Communications IRDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,170
Closed -$420K 461
2021
Q4
$420K Buy
10,170
+429
+4% +$17.7K 0.02% 335
2021
Q3
$388K Sell
9,741
-2,611
-21% -$104K 0.02% 263
2021
Q2
$494K Buy
12,352
+1,558
+14% +$62.3K 0.03% 313
2021
Q1
$445K Sell
10,794
-331
-3% -$13.6K 0.03% 296
2020
Q4
$437K Buy
+11,125
New +$437K 0.03% 258