JWM
USER
JFG Wealth Management’s UserTesting, Inc. USER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50,000
| Closed | -$376K | – | 41 |
|
|
2022
Q4 | $376K | Hold |
50,000
| – | – | 0.12% | 21 |
|
|
2022
Q3 | $196K | Hold |
50,000
| – | – | 0.07% | 40 |
|
|
2022
Q2 | $251K | Hold |
50,000
| – | – | 0.09% | 29 |
|
|
2022
Q1 | $535K | Buy |
+50,000
| New | +$535K | 0.16% | 16 |
|