IFP Advisors’s PetMed Express PETS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26
| Closed | -$1K | – | 4150 |
|
|
2022
Q4 | $1K | Buy |
26
+2
| +8% | +$77 | ﹤0.01% | 4435 |
|
|
2022
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 4638 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4227 |
|
|
2021
Q2 | – | Sell |
-57
| Closed | -$2K | – | 3999 |
|
|
2021
Q1 | $2K | Sell |
57
-300
| -84% | -$10.5K | ﹤0.01% | 2667 |
|
|
2020
Q4 | $12K | Buy |
357
+300
| +526% | +$10.1K | ﹤0.01% | 1995 |
|
|
2020
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 2479 |
|
|
2020
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 2395 |
|
|
2020
Q1 | $2K | Sell |
57
-57
| -50% | -$2K | ﹤0.01% | 2353 |
|
|
2019
Q4 | $3K | Hold |
114
| – | – | ﹤0.01% | 2385 |
|
|
2019
Q3 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 2703 |
|
|
2019
Q1 | $52K | Sell |
2,322
-136
| -6% | -$3.05K | 0.01% | 955 |
|
|
2018
Q4 | $59K | Buy |
2,458
+200
| +9% | +$4.8K | ﹤0.01% | 1498 |
|
|
2018
Q3 | $75K | Buy |
2,258
+450
| +25% | +$14.9K | ﹤0.01% | 1655 |
|
|
2018
Q2 | $80K | Sell |
1,808
-292
| -14% | -$12.9K | ﹤0.01% | 1605 |
|
|
2018
Q1 | $96K | Hold |
2,100
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q4 | $96K | Sell |
2,100
-12,642
| -86% | -$578K | ﹤0.01% | 1407 |
|
|
2017
Q3 | $489K | Buy |
14,742
+10,754
| +270% | +$357K | 0.02% | 700 |
|
|
2017
Q2 | $162K | Sell |
3,988
-529
| -12% | -$21.5K | 0.01% | 1243 |
|
|
2017
Q1 | $91K | Buy |
4,517
+793
| +21% | +$16K | ﹤0.01% | 1537 |
|
|
2016
Q4 | $86K | Buy |
3,724
+305
| +9% | +$7.04K | ﹤0.01% | 1539 |
|
|
2016
Q3 | $69K | Buy |
3,419
+5
| +0.1% | +$101 | ﹤0.01% | 1598 |
|
|
2016
Q2 | $64K | Buy |
3,414
+1,092
| +47% | +$20.5K | ﹤0.01% | 1612 |
|
|
2016
Q1 | $52K | Sell |
2,322
-788
| -25% | -$17.6K | 0.01% | 955 |
|
|
2015
Q4 | $53K | Buy |
+3,110
| New | +$53K | ﹤0.01% | 1578 |
|