IFP Advisors’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99K | Hold |
200
| – | – | ﹤0.01% | 2985 |
|
|
2025
Q1 | $7.51K | Hold |
200
| – | – | ﹤0.01% | 2671 |
|
|
2024
Q4 | $8.71K | Hold |
200
| – | – | ﹤0.01% | 2576 |
|
|
2024
Q3 | $8.58K | Hold |
200
| – | – | ﹤0.01% | 2482 |
|
|
2024
Q2 | $8.06K | Hold |
200
| – | – | ﹤0.01% | 2414 |
|
|
2024
Q1 | $8.3K | Hold |
200
| – | – | ﹤0.01% | 2300 |
|
|
2023
Q4 | $7.54K | Hold |
200
| – | – | ﹤0.01% | 2282 |
|
|
2023
Q3 | $6.4K | Hold |
200
| – | – | ﹤0.01% | 2421 |
|
|
2023
Q2 | $6.54K | Sell |
200
-580
| -74% | -$19K | ﹤0.01% | 2444 |
|
|
2023
Q1 | $23.1K | Sell |
780
-15
| -2% | -$444 | ﹤0.01% | 1956 |
|
|
2022
Q4 | $24K | Sell |
795
-8,940
| -92% | -$270K | ﹤0.01% | 2749 |
|
|
2022
Q3 | $288K | Buy |
9,735
+8,940
| +1,125% | +$264K | 0.01% | 1216 |
|
|
2022
Q2 | $24K | Hold |
795
| – | – | ﹤0.01% | 2696 |
|
|
2022
Q1 | $24K | Buy |
795
+81
| +11% | +$2.45K | ﹤0.01% | 2696 |
|
|
2021
Q4 | $42K | Buy |
714
+464
| +186% | +$27.3K | ﹤0.01% | 1593 |
|
|
2021
Q3 | $16K | Sell |
250
-580
| -70% | -$37.1K | ﹤0.01% | 2030 |
|
|
2021
Q2 | $55K | Sell |
830
-990
| -54% | -$65.6K | ﹤0.01% | 1483 |
|
|
2021
Q1 | $114K | Hold |
1,820
| – | – | ﹤0.01% | 1113 |
|
|
2020
Q4 | $117K | Hold |
1,820
| – | – | ﹤0.01% | 1058 |
|
|
2020
Q3 | $95K | Buy |
1,820
+1,070
| +143% | +$55.9K | 0.01% | 1019 |
|
|
2020
Q2 | $30K | Buy |
750
+100
| +15% | +$4K | ﹤0.01% | 1425 |
|
|
2020
Q1 | $18K | Hold |
650
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q4 | $20K | Hold |
650
| – | – | ﹤0.01% | 1616 |
|
|
2019
Q3 | $18K | Buy |
+650
| New | +$18K | ﹤0.01% | 1806 |
|