IAG Wealth Partners’s Quad QUAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,689
| Closed | -$10.1K | – | 467 |
|
|
2023
Q2 | $10.1K | Hold |
2,689
| – | – | ﹤0.01% | 313 |
|
|
2023
Q1 | $11.5K | Hold |
2,689
| – | – | ﹤0.01% | 293 |
|
|
2022
Q4 | $11K | Hold |
2,689
| – | – | ﹤0.01% | 275 |
|
|
2022
Q3 | $7K | Hold |
2,689
| – | – | ﹤0.01% | 310 |
|
|
2022
Q2 | $7K | Buy |
+2,689
| New | +$7K | ﹤0.01% | 314 |
|
|
2021
Q4 | – | Sell |
-13,585
| Closed | -$58K | – | 427 |
|
|
2021
Q3 | $58K | Hold |
13,585
| – | – | 0.02% | 116 |
|
|
2021
Q2 | $57K | Hold |
13,585
| – | – | 0.02% | 112 |
|
|
2021
Q1 | $48K | Hold |
13,585
| – | – | 0.02% | 119 |
|
|
2020
Q4 | $52K | Hold |
13,585
| – | – | 0.02% | 108 |
|
|
2020
Q3 | $42K | Hold |
13,585
| – | – | 0.02% | 114 |
|
|
2020
Q2 | $45K | Hold |
13,585
| – | – | 0.02% | 108 |
|
|
2020
Q1 | $35K | Buy |
+13,585
| New | +$35K | 0.02% | 113 |
|