Gradient Investments’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-150
| Closed | -$926 | – | 613 |
|
2024
Q2 | $926 | Buy |
+150
| New | +$926 | ﹤0.01% | 1088 |
|
2024
Q1 | – | Sell |
-200
| Closed | -$1.26K | – | 1408 |
|
2023
Q4 | $1.26K | Hold |
200
| – | – | ﹤0.01% | 1353 |
|
2023
Q3 | $972 | Sell |
200
-929
| -82% | -$4.52K | ﹤0.01% | 1389 |
|
2023
Q2 | $6.15K | Hold |
1,129
| – | – | ﹤0.01% | 912 |
|
2023
Q1 | $6.61K | Buy |
1,129
+929
| +465% | +$5.44K | ﹤0.01% | 893 |
|
2022
Q4 | $1.17K | Sell |
200
-200
| -50% | -$1.17K | ﹤0.01% | 1170 |
|
2022
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 1135 |
|
2022
Q2 | $3K | Hold |
400
| – | – | ﹤0.01% | 978 |
|
2022
Q1 | $4K | Sell |
400
-62
| -13% | -$620 | ﹤0.01% | 920 |
|
2021
Q4 | $5K | Sell |
462
-30
| -6% | -$325 | ﹤0.01% | 928 |
|
2021
Q3 | $6K | Hold |
492
| – | – | ﹤0.01% | 854 |
|
2021
Q2 | $6K | Hold |
492
| – | – | ﹤0.01% | 844 |
|
2021
Q1 | $6K | Hold |
492
| – | – | ﹤0.01% | 852 |
|
2020
Q4 | $5K | Hold |
492
| – | – | ﹤0.01% | 803 |
|
2020
Q3 | $5K | Hold |
492
| – | – | ﹤0.01% | 809 |
|
2020
Q2 | $5K | Buy |
492
+92
| +23% | +$935 | ﹤0.01% | 737 |
|
2020
Q1 | $3K | Buy |
400
+200
| +100% | +$1.5K | ﹤0.01% | 846 |
|
2019
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 934 |
|
2019
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 921 |
|
2019
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 871 |
|
2016
Q2 | – | Sell |
-200
| Closed | -$2K | – | 732 |
|
2016
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 613 |
|
2015
Q2 | – | Sell |
-75
| Closed | -$1K | – | 643 |
|
2015
Q1 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 577 |
|
2013
Q4 | – | Sell |
-225
| Closed | -$3K | – | 597 |
|
2013
Q3 | $3K | Buy |
+225
| New | +$3K | ﹤0.01% | 377 |
|