JFG Wealth Management’s Udemy UDMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,000
| Closed | -$200K | – | 82 |
|
|
2023
Q3 | $200K | Hold |
21,000
| – | – | 0.07% | 35 |
|
|
2023
Q2 | $225K | Hold |
21,000
| – | – | 0.07% | 35 |
|
|
2023
Q1 | $185K | Hold |
21,000
| – | – | 0.06% | 30 |
|
|
2022
Q4 | $222K | Hold |
21,000
| – | – | 0.07% | 32 |
|
|
2022
Q3 | $253K | Hold |
21,000
| – | – | 0.08% | 35 |
|
|
2022
Q2 | $214K | Buy |
21,000
+5,000
| +31% | +$51K | 0.08% | 36 |
|
|
2022
Q1 | $199K | Buy |
+16,000
| New | +$199K | 0.06% | 40 |
|