HighMark Wealth Management’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-750
| Closed | -$21.6K | – | 609 |
|
|
2024
Q2 | $21.6K | Hold |
750
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $21.9K | Hold |
750
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $24.4K | Hold |
750
| – | – | 0.02% | 176 |
|
|
2023
Q3 | $24K | Hold |
750
| – | – | 0.02% | 159 |
|
|
2023
Q2 | $32.9K | Sell |
750
-102
| -12% | -$4.47K | 0.02% | 143 |
|
|
2023
Q1 | $37.7K | Buy |
852
+102
| +14% | +$4.52K | 0.03% | 155 |
|
|
2022
Q4 | $29.8K | Buy |
750
+375
| +100% | +$14.9K | 0.02% | 137 |
|
|
2022
Q3 | $17K | Hold |
375
| – | – | 0.01% | 180 |
|
|
2022
Q2 | $16K | Hold |
375
| – | – | 0.01% | 188 |
|
|
2022
Q1 | $20K | Buy |
+375
| New | +$20K | 0.01% | 178 |
|
|
2021
Q4 | – | Sell |
-196
| Closed | -$13K | – | 513 |
|
|
2021
Q3 | $13K | Buy |
196
+27
| +16% | +$1.79K | 0.01% | 224 |
|
|
2021
Q2 | $11K | Buy |
169
+24
| +17% | +$1.56K | 0.01% | 241 |
|
|
2021
Q1 | $7K | Sell |
145
-115
| -44% | -$5.55K | 0.01% | 299 |
|
|
2020
Q4 | $11K | Sell |
260
-1,293
| -83% | -$54.7K | 0.01% | 215 |
|
|
2020
Q3 | $71K | Buy |
1,553
+1,463
| +1,626% | +$66.9K | 0.06% | 86 |
|
|
2020
Q2 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 333 |
|