FFT Wealth Management’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 |
-4,516
| Closed | -$82.5K | – | 159 |
|
|
2023
Q4 | $82.5K | Hold |
4,516
| – | – | 0.01% | 136 |
|
|
2023
Q3 | $88.3K | Hold |
4,516
| – | – | 0.01% | 111 |
|
|
2023
Q2 | $158K | Hold |
4,516
| – | – | 0.02% | 125 |
|
|
2023
Q1 | $206K | Sell |
4,516
-4,550
| -50% | -$207K | 0.03% | 116 |
|
|
2022
Q4 | $392K | Hold |
9,066
| – | – | 0.05% | 46 |
|
|
2022
Q3 | $519K | Hold |
9,066
| – | – | 0.07% | 34 |
|
|
2022
Q2 | $450K | Hold |
9,066
| – | – | 0.05% | 33 |
|
|
2022
Q1 | $694K | Hold |
9,066
| – | – | 0.07% | 33 |
|
|
2021
Q4 | $1.21M | Buy |
+9,066
| New | +$1.21M | 0.11% | 29 |
|