Gerber LLC’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $216K | Buy |
+4,801
| New | +$216K | 0.15% | 82 |
|
2025
Q1 | – | Sell |
-4,797
| Closed | -$209K | – | 94 |
|
2024
Q4 | $209K | Sell |
4,797
-575
| -11% | -$25.1K | 0.15% | 81 |
|
2024
Q3 | $230K | Buy |
5,372
+1
| +0% | +$43 | 0.17% | 84 |
|
2024
Q2 | $217K | Hold |
5,371
| – | – | 0.17% | 84 |
|
2024
Q1 | $223K | Sell |
5,371
-5,000
| -48% | -$208K | 0.19% | 86 |
|
2023
Q4 | $391K | Buy |
+10,371
| New | +$391K | 0.35% | 51 |
|