Financial Management Professionals’s CoreCard CCRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-771
| Closed | -$11K | – | 957 |
|
|
2023
Q4 | $11K | Sell |
771
-11
| -1% | -$157 | ﹤0.01% | 513 |
|
|
2023
Q3 | $16K | Hold |
782
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $20K | Hold |
782
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $24K | Sell |
782
-454
| -37% | -$13.9K | ﹤0.01% | 387 |
|
|
2022
Q4 | $36K | Sell |
1,236
-59
| -5% | -$1.72K | 0.01% | 267 |
|
|
2022
Q3 | $28K | Hold |
1,295
| – | – | 0.01% | 282 |
|
|
2022
Q2 | $32K | Sell |
1,295
-179
| -12% | -$4.42K | 0.01% | 283 |
|
|
2022
Q1 | $40K | Hold |
1,474
| – | – | 0.01% | 258 |
|
|
2021
Q4 | $57K | Hold |
1,474
| – | – | 0.01% | 238 |
|
|
2021
Q3 | $60K | Sell |
1,474
-11
| -0.7% | -$448 | 0.01% | 231 |
|
|
2021
Q2 | $47K | Buy |
1,485
+14
| +1% | +$443 | 0.01% | 231 |
|
|
2021
Q1 | $60K | Buy |
1,471
+713
| +94% | +$29.1K | 0.02% | 212 |
|
|
2020
Q4 | $30K | Buy |
+758
| New | +$30K | 0.01% | 249 |
|