IFP Advisors’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99K | Hold |
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|
2025
Q1 | $7.51K | Hold |
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|
2024
Q4 | $8.71K | Hold |
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|
2024
Q3 | $8.58K | Hold |
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|
2024
Q2 | $8.06K | Hold |
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|
2024
Q1 | $8.3K | Hold |
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|
2023
Q4 | $7.54K | Hold |
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|
2023
Q3 | $6.39K | Hold |
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|
2023
Q2 | $6.54K | Sell |
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|
2023
Q1 | $23.1K | Sell |
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|
2022
Q4 | $24K | Sell |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $24K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | $16K | Sell |
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|
2021
Q2 | $55K | Sell |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $117K | Hold |
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|
2020
Q3 | $95K | Buy |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $20K | Hold |
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|
2019
Q3 | $18K | Buy |
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