IFP Advisors’s Volta Inc. VLTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,056
| Closed | -$45.1K | – | 3611 |
|
|
2023
Q1 | $45.1K | Sell |
5,056
-640
| -11% | -$5.71K | ﹤0.01% | 1630 |
|
|
2022
Q4 | $51K | Hold |
5,696
| – | – | ﹤0.01% | 2244 |
|
|
2022
Q3 | $51K | Buy |
5,696
+1,910
| +50% | +$17.1K | ﹤0.01% | 2366 |
|
|
2022
Q2 | $35K | Hold |
3,786
| – | – | ﹤0.01% | 2424 |
|
|
2022
Q1 | $35K | Buy |
3,786
+590
| +18% | +$5.45K | ﹤0.01% | 2424 |
|
|
2021
Q4 | $23K | Buy |
+3,196
| New | +$23K | ﹤0.01% | 1860 |
|