Indie Asset Partners’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,653
| Closed | -$11.5K | – | 120 |
|
2024
Q3 | $11.5K | Hold |
1,653
| – | – | 0.01% | 116 |
|
2024
Q2 | $12.9K | Buy |
1,653
+25
| +2% | +$196 | 0.01% | 101 |
|
2024
Q1 | $17.3K | Buy |
1,628
+763
| +88% | +$8.12K | 0.02% | 86 |
|
2023
Q4 | $15.8K | Sell |
865
-113
| -12% | -$2.07K | 0.01% | 86 |
|
2023
Q3 | $19.1K | Sell |
978
-2
| -0.2% | -$39 | 0.02% | 79 |
|
2023
Q2 | $34.3K | Sell |
980
-313
| -24% | -$11K | 0.04% | 82 |
|
2023
Q1 | $58.9K | Sell |
1,293
-62
| -5% | -$2.83K | 0.07% | 83 |
|
2022
Q4 | $58.5K | Sell |
1,355
-63
| -4% | -$2.72K | 0.06% | 85 |
|
2022
Q3 | $81K | Sell |
1,418
-110
| -7% | -$6.28K | 0.08% | 86 |
|
2022
Q2 | $76K | Buy |
1,528
+108
| +8% | +$5.37K | 0.07% | 107 |
|
2022
Q1 | $109K | Buy |
1,420
+457
| +47% | +$35.1K | 0.08% | 122 |
|
2021
Q4 | $128K | Buy |
+963
| New | +$128K | 0.09% | 124 |
|