Focused Wealth Management’s Digital Turbine APPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-173
| Closed | -$1.19K | – | 221 |
|
|
2023
Q4 | $1.19K | Hold |
173
| – | – | ﹤0.01% | 815 |
|
|
2023
Q3 | $1.05K | Hold |
173
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $1.61K | Sell |
173
-1,100
| -86% | -$10.2K | ﹤0.01% | 780 |
|
|
2023
Q1 | $15.7K | Hold |
1,273
| – | – | ﹤0.01% | 469 |
|
|
2022
Q4 | $19.4K | Sell |
1,273
-50
| -4% | -$762 | ﹤0.01% | 426 |
|
|
2022
Q3 | $19K | Hold |
1,323
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $23K | Sell |
1,323
-1,000
| -43% | -$17.4K | ﹤0.01% | 375 |
|
|
2022
Q1 | $102K | Buy |
2,323
+1,048
| +82% | +$46K | 0.02% | 206 |
|
|
2021
Q4 | $78K | Sell |
1,275
-1,025
| -45% | -$62.7K | 0.01% | 311 |
|
|
2021
Q3 | $158K | Sell |
2,300
-13
| -0.6% | -$893 | 0.03% | 199 |
|
|
2021
Q2 | $176K | Sell |
2,313
-75
| -3% | -$5.71K | 0.03% | 188 |
|
|
2021
Q1 | $192K | Sell |
2,388
-2,322
| -49% | -$187K | 0.03% | 170 |
|
|
2020
Q4 | $266K | Buy |
4,710
+1,025
| +28% | +$57.9K | 0.05% | 134 |
|
|
2020
Q3 | $121K | Buy |
+3,685
| New | +$121K | 0.03% | 207 |
|