Invenio Wealth Partners’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-505
| Closed | -$237K | – | 97 |
|
2025
Q1 | $237K | Sell |
505
-220
| -30% | -$103K | 0.1% | 82 |
|
2024
Q4 | $307K | Hold |
725
| – | – | 0.13% | 74 |
|
2024
Q3 | $303K | Sell |
725
-96
| -12% | -$40.1K | 0.13% | 75 |
|
2024
Q2 | $307K | Sell |
821
-143
| -15% | -$53.4K | 0.15% | 70 |
|
2024
Q1 | $396K | Sell |
964
-665
| -41% | -$273K | 0.21% | 57 |
|
2023
Q4 | $651K | Buy |
1,629
+2
| +0.1% | +$800 | 0.47% | 40 |
|
2023
Q3 | $614K | Buy |
1,627
+106
| +7% | +$40K | 0.56% | 38 |
|
2023
Q2 | $616K | Buy |
+1,521
| New | +$616K | 0.7% | 29 |
|