Holistic Financial Partners’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-11,752
Closed -$214K 130
2021
Q4
$214K Buy
11,752
+4
+0% +$73 0.12% 105
2021
Q3
$282K Buy
11,748
+10
+0.1% +$240 0.17% 85
2021
Q2
$309K Buy
11,738
+1,282
+12% +$33.7K 0.18% 80
2021
Q1
$244K Buy
+10,456
New +$244K 0.16% 91