ISWM
Independent Solutions Wealth Management’s Pinterest PINS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,374
| Closed | -$239K | – | 175 |
|
|
2024
Q3 | $239K | Sell |
7,374
-34,219
| -82% | -$1.11M | 0.05% | 152 |
|
|
2024
Q2 | $1.83M | Buy |
41,593
+965
| +2% | +$42.5K | 0.42% | 73 |
|
|
2024
Q1 | $1.41M | Sell |
40,628
-2,824
| -6% | -$97.9K | 0.33% | 83 |
|
|
2023
Q4 | $1.61M | Buy |
43,452
+2,312
| +6% | +$85.6K | 0.41% | 71 |
|
|
2023
Q3 | $1.11M | Buy |
41,140
+2,734
| +7% | +$73.9K | 0.29% | 81 |
|
|
2023
Q2 | $1.05M | Buy |
38,406
+3,990
| +12% | +$109K | 0.26% | 86 |
|
|
2023
Q1 | $939K | Buy |
34,416
+587
| +2% | +$16K | 0.28% | 86 |
|
|
2022
Q4 | $821K | Buy |
33,829
+21,444
| +173% | +$521K | 0.25% | 91 |
|
|
2022
Q3 | $289K | Sell |
12,385
-19
| -0.2% | -$443 | 0.09% | 162 |
|
|
2022
Q2 | $225K | Sell |
12,404
-33,672
| -73% | -$611K | 0.07% | 196 |
|
|
2022
Q1 | $1.13M | Sell |
46,076
-3,987
| -8% | -$98.1K | 0.27% | 83 |
|
|
2021
Q4 | $1.82M | Sell |
50,063
-720
| -1% | -$26.2K | 0.43% | 62 |
|
|
2021
Q3 | $2.59M | Sell |
50,783
-500
| -1% | -$25.5K | 0.64% | 41 |
|
|
2021
Q2 | $4.05M | Buy |
51,283
+765
| +2% | +$60.4K | 0.98% | 23 |
|
|
2021
Q1 | $3.74M | Buy |
50,518
+1,909
| +4% | +$141K | 1.03% | 23 |
|
|
2020
Q4 | $3.2M | Buy |
48,609
+3,505
| +8% | +$231K | 1% | 23 |
|
|
2020
Q3 | $1.87M | Buy |
+45,104
| New | +$1.87M | 0.71% | 37 |
|