Independent Solutions Wealth Management’s Paramount Global Class B PARA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-8,451
| Closed | -$209K | – | 218 |
|
2022
Q2 | $209K | Sell |
8,451
-2,440
| -22% | -$60.2K | 0.07% | 208 |
|
2022
Q1 | $412K | Sell |
10,891
-5,178
| -32% | -$196K | 0.1% | 149 |
|
2021
Q4 | $485K | Sell |
16,069
-1,973
| -11% | -$59.5K | 0.11% | 138 |
|
2021
Q3 | $713K | Buy |
18,042
+287
| +2% | +$11.3K | 0.18% | 108 |
|
2021
Q2 | $803K | Buy |
17,755
+3,075
| +21% | +$139K | 0.19% | 103 |
|
2021
Q1 | $662K | Buy |
14,680
+6,414
| +78% | +$289K | 0.18% | 103 |
|
2020
Q4 | $308K | Buy |
+8,266
| New | +$308K | 0.1% | 141 |
|