Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,056
Closed -$45.1K 3604
2023
Q1
$45.1K Sell
5,056
-640
-11% -$513 ﹤0.01% 1630
2022
Q4
$51K Hold
5,696
﹤0.01% 2244
2022
Q3
$51K Buy
5,696
+1,910
+50% +$3.87K ﹤0.01% 2365
2022
Q2
$35K Hold
3,786
﹤0.01% 2423
2022
Q1
$35K Buy
3,786
+590
+18% +$2.83K ﹤0.01% 2423
2021
Q4
$23K Buy
+3,196
New +$28.1K ﹤0.01% 1893

IFP Advisors's VLTA Position: Q2 2023 in Review

IFP Advisors sold out of Volta Inc. (VLTA) in Q2 2023, closing a stake of 5,056 shares — an estimated $45.1K sold.

IFP Advisors first reported a position in VLTA in Q4 2021 and held it in 6 quarters. The position peaked at $51K in Q4 2022. 0 funds tracked by Wall St. Rank hold VLTA as of Q2 2023.

  • IFP Advisors reported no remaining Volta Inc. position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 5,056 Volta Inc. shares in Q2 2023, an estimated $45.1K.
  • IFP Advisors first reported a position in Volta Inc. in Q4 2021 and held it in 6 quarters.
  • IFP Advisors's Volta Inc. position peaked at $51K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Volta Inc. as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.