International Assets Investment Management’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,264
| Closed | -$7.2K | – | 1419 |
|
|
2024
Q3 | $7.2K | Sell |
6,264
-936
| -13% | -$1.08K | 0.02% | 486 |
|
|
2024
Q2 | $7.49K | Buy |
+7,200
| New | +$7.49K | ﹤0.01% | 1747 |
|
|
2023
Q2 | – | Sell |
-7,400
| Closed | -$6.28K | – | 711 |
|
|
2023
Q1 | $6.28K | Buy |
+7,400
| New | +$6.28K | ﹤0.01% | 887 |
|
|
2021
Q2 | – | Sell |
-23,000
| Closed | -$333K | – | 1295 |
|
|
2021
Q1 | $333K | Buy |
23,000
+7,000
| +44% | +$101K | 0.03% | 411 |
|
|
2020
Q4 | $204K | Buy |
+16,000
| New | +$204K | 0.04% | 371 |
|