IHT Wealth Management’s Ponce Financial Group PDLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,161
| Closed | -$114K | – | 861 |
|
|
2020
Q4 | $114K | Hold |
15,161
| – | – | 0.01% | 715 |
|
|
2020
Q3 | $96K | Hold |
15,161
| – | – | 0.01% | 636 |
|
|
2020
Q2 | $111K | Sell |
15,161
-326
| -2% | -$2.39K | 0.02% | 553 |
|
|
2020
Q1 | $114K | Hold |
15,487
| – | – | 0.02% | 505 |
|
|
2019
Q4 | $163K | Sell |
15,487
-1,077
| -7% | -$11.3K | 0.02% | 581 |
|
|
2019
Q3 | $167K | Sell |
16,564
-2,732
| -14% | -$27.5K | 0.02% | 560 |
|
|
2019
Q2 | $198K | Hold |
19,296
| – | – | 0.03% | 499 |
|
|
2019
Q1 | $193K | Sell |
19,296
-8,234
| -30% | -$82.4K | 0.03% | 468 |
|
|
2018
Q4 | $251K | Sell |
27,530
-950
| -3% | -$8.66K | 0.05% | 374 |
|
|
2018
Q3 | $308K | Hold |
28,480
| – | – | 0.07% | 315 |
|
|
2018
Q2 | $321K | Hold |
28,480
| – | – | 0.08% | 288 |
|
|
2018
Q1 | $298K | Hold |
28,480
| – | – | 0.08% | 272 |
|
|
2017
Q4 | $303K | Buy |
+28,480
| New | +$303K | 0.08% | 282 |
|