Holistic Financial Partners’s Ferrari RACE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-598
| Closed | -$244K | – | 128 |
|
|
2024
Q2 | $244K | Hold |
598
| – | – | 0.12% | 97 |
|
|
2024
Q1 | $261K | Hold |
598
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $202K | Sell |
598
-200
| -25% | -$67.7K | 0.12% | 113 |
|
|
2023
Q3 | $236K | Hold |
798
| – | – | 0.16% | 88 |
|
|
2023
Q2 | $260K | Hold |
798
| – | – | 0.18% | 77 |
|
|
2023
Q1 | $216K | Buy |
+798
| New | +$216K | 0.17% | 92 |
|
|
2022
Q1 | – | Sell |
-798
| Closed | -$207K | – | 131 |
|
|
2021
Q4 | $207K | Buy |
+798
| New | +$207K | 0.12% | 109 |
|