IFP Advisors’s Vuzix VUZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-500
| Closed | -$3K | – | 4432 |
|
|
2022
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 4073 |
|
|
2022
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 4274 |
|
|
2022
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 4040 |
|
|
2022
Q1 | $3K | Buy |
+500
| New | +$3K | ﹤0.01% | 4040 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | – | – | 3640 |
|
|
2019
Q3 | $0 | Buy |
+200
| New | – | ﹤0.01% | 3662 |
|
|
2018
Q2 | – | Sell |
-320
| Closed | -$2K | – | 4028 |
|
|
2018
Q1 | $2K | Hold |
320
| – | – | ﹤0.01% | 3549 |
|
|
2017
Q4 | $2K | Buy |
+320
| New | +$2K | ﹤0.01% | 3549 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$3K | – | 4104 |
|
|
2016
Q4 | $3K | Sell |
500
-9,320
| -95% | -$55.9K | ﹤0.01% | 3523 |
|
|
2016
Q3 | $87K | Buy |
+9,820
| New | +$87K | ﹤0.01% | 1456 |
|