Independent Solutions Wealth Management’s PubMatic PUBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-8,557
| Closed | -$203K | – | 171 |
|
2024
Q1 | $203K | Buy |
+8,557
| New | +$203K | 0.05% | 167 |
|
2023
Q4 | – | Sell |
-11,609
| Closed | -$140K | – | 198 |
|
2023
Q3 | $140K | Sell |
11,609
-10
| -0.1% | -$121 | 0.04% | 195 |
|
2023
Q2 | $212K | Sell |
11,619
-274
| -2% | -$5.01K | 0.05% | 207 |
|
2023
Q1 | $164K | Sell |
11,893
-36
| -0.3% | -$498 | 0.05% | 205 |
|
2022
Q4 | $153K | Sell |
11,929
-3,720
| -24% | -$47.7K | 0.05% | 207 |
|
2022
Q3 | $260K | Hold |
15,649
| – | – | 0.09% | 180 |
|
2022
Q2 | $249K | Sell |
15,649
-37,438
| -71% | -$595K | 0.08% | 180 |
|
2022
Q1 | $1.39M | Sell |
53,087
-1,671
| -3% | -$43.6K | 0.33% | 75 |
|
2021
Q4 | $1.86M | Buy |
+54,758
| New | +$1.86M | 0.44% | 59 |
|