IFP Advisors’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-68
| Closed | -$94 | – | 4556 |
|
|
2024
Q4 | $94 | Buy |
+68
| New | +$94 | ﹤0.01% | 4053 |
|
|
2023
Q1 | – | Sell |
-22,000
| Closed | -$453K | – | 4007 |
|
|
2022
Q4 | $453K | Buy |
22,000
+6,000
| +38% | +$124K | 0.01% | 937 |
|
|
2022
Q3 | $329K | Buy |
+16,000
| New | +$329K | 0.01% | 1145 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$2K | – | 4579 |
|
|
2021
Q4 | $2K | Sell |
300
-344
| -53% | -$2.29K | ﹤0.01% | 2763 |
|
|
2021
Q3 | $9K | Sell |
644
-106
| -14% | -$1.48K | ﹤0.01% | 2270 |
|
|
2021
Q2 | $13K | Hold |
750
| – | – | ﹤0.01% | 2110 |
|
|
2021
Q1 | $14K | Buy |
+750
| New | +$14K | ﹤0.01% | 1989 |
|