Integrated Wealth Concepts’s Allbirds BIRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,700
| Closed | -$17K | – | 1680 |
|
|
2024
Q2 | $17K | Hold |
1,700
| – | – | ﹤0.01% | 1634 |
|
|
2024
Q1 | $23.6K | Buy |
1,700
+150
| +10% | +$2.08K | ﹤0.01% | 1636 |
|
|
2023
Q4 | $38K | Buy |
1,550
+500
| +48% | +$12.3K | ﹤0.01% | 1567 |
|
|
2023
Q3 | $23.3K | Sell |
1,050
-625
| -37% | -$13.9K | ﹤0.01% | 1535 |
|
|
2023
Q2 | $42.2K | Buy |
1,675
+300
| +22% | +$7.56K | ﹤0.01% | 1522 |
|
|
2023
Q1 | $33K | Buy |
+1,375
| New | +$33K | ﹤0.01% | 1317 |
|
|
2022
Q4 | – | Sell |
-1,005
| Closed | -$61K | – | 1040 |
|
|
2022
Q3 | $61K | Sell |
1,005
-143
| -12% | -$8.68K | ﹤0.01% | 931 |
|
|
2022
Q2 | $90K | Buy |
+1,148
| New | +$90K | ﹤0.01% | 938 |
|