IFP Advisors’s IZEA Worldwide IZEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-206
| Closed | -$476 | – | 3282 |
|
|
2024
Q1 | $476 | Hold |
206
| – | – | ﹤0.01% | 2984 |
|
|
2023
Q4 | $414 | Hold |
206
| – | – | ﹤0.01% | 2892 |
|
|
2023
Q3 | $449 | Sell |
206
-822
| -80% | -$1.79K | ﹤0.01% | 3116 |
|
|
2023
Q2 | $2.97K | Buy |
1,028
+822
| +399% | +$2.37K | ﹤0.01% | 2741 |
|
|
2023
Q1 | $1.26K | Sell |
206
-3,751
| -95% | -$22.9K | ﹤0.01% | 3037 |
|
|
2022
Q4 | $24K | Sell |
3,957
-2,927
| -43% | -$17.8K | ﹤0.01% | 2751 |
|
|
2022
Q3 | $42K | Hold |
6,884
| – | – | ﹤0.01% | 2500 |
|
|
2022
Q2 | $42K | Hold |
6,884
| – | – | ﹤0.01% | 2285 |
|
|
2022
Q1 | $42K | Buy |
6,884
+6,678
| +3,242% | +$40.7K | ﹤0.01% | 2285 |
|
|
2021
Q4 | $1K | Hold |
206
| – | – | ﹤0.01% | 2986 |
|
|
2021
Q3 | $2K | Hold |
206
| – | – | ﹤0.01% | 2807 |
|
|
2021
Q2 | $2K | Sell |
206
-44
| -18% | -$427 | ﹤0.01% | 2726 |
|
|
2021
Q1 | $4K | Sell |
250
-1,375
| -85% | -$22K | ﹤0.01% | 2455 |
|
|
2020
Q4 | $12K | Buy |
+1,625
| New | +$12K | ﹤0.01% | 1984 |
|
|
2020
Q3 | – | Sell |
-750
| Closed | -$4K | – | 3373 |
|
|
2020
Q2 | $4K | Buy |
+750
| New | +$4K | ﹤0.01% | 2158 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$5K | – | 3916 |
|
|
2018
Q1 | $5K | Hold |
250
| – | – | ﹤0.01% | 3173 |
|
|
2017
Q4 | $5K | Hold |
250
| – | – | ﹤0.01% | 3170 |
|
|
2017
Q3 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 3184 |
|