Institute for Wealth Management’s Sea Limited SE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,273
| Closed | -$377K | – | 556 |
|
|
2024
Q2 | $377K | Hold |
5,273
| – | – | 0.05% | 341 |
|
|
2024
Q1 | $283K | Sell |
5,273
-799
| -13% | -$42.9K | 0.04% | 402 |
|
|
2023
Q4 | $246K | Buy |
6,072
+679
| +13% | +$27.5K | 0.04% | 407 |
|
|
2023
Q3 | $237K | Buy |
+5,393
| New | +$237K | 0.04% | 392 |
|
|
2022
Q4 | – | Sell |
-4,360
| Closed | -$244K | – | 463 |
|
|
2022
Q3 | $244K | Buy |
4,360
+450
| +12% | +$25.2K | 0.05% | 376 |
|
|
2022
Q2 | $261K | Buy |
3,910
+915
| +31% | +$61.1K | 0.05% | 425 |
|
|
2022
Q1 | $359K | Buy |
2,995
+1,825
| +156% | +$219K | 0.06% | 366 |
|
|
2021
Q4 | $262K | Buy |
1,170
+376
| +47% | +$84.2K | 0.04% | 408 |
|
|
2021
Q3 | $253K | Buy |
+794
| New | +$253K | 0.04% | 411 |
|