IFP Advisors’s Agora API Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,212
| Closed | -$69K | – | 3398 |
|
|
2022
Q4 | $69K | Buy |
1,212
+261
| +27% | +$14.9K | ﹤0.01% | 2004 |
|
|
2022
Q3 | $51K | Buy |
+951
| New | +$51K | ﹤0.01% | 2348 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3364 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3074 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3011 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2945 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2843 |
|