IPG Investment Advisors’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 |
-922
| Closed | -$6.41K | – | 215 |
|
2024
Q3 | $6.41K | Hold |
922
| – | – | ﹤0.01% | 175 |
|
2024
Q2 | $7.22K | Hold |
922
| – | – | ﹤0.01% | 176 |
|
2024
Q1 | $9.81K | Hold |
922
| – | – | ﹤0.01% | 167 |
|
2023
Q4 | $16.9K | Sell |
922
-4,151
| -82% | -$75.9K | ﹤0.01% | 190 |
|
2023
Q3 | $99.2K | Hold |
5,073
| – | – | 0.02% | 154 |
|
2023
Q2 | $178K | Sell |
5,073
-1,573
| -24% | -$55.1K | 0.04% | 163 |
|
2023
Q1 | $303K | Hold |
6,646
| – | – | 0.07% | 118 |
|
2022
Q4 | $287K | Sell |
6,646
-6,900
| -51% | -$298K | 0.08% | 103 |
|
2022
Q3 | $775K | Buy |
+13,546
| New | +$775K | 0.22% | 58 |
|