Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-535
| Closed | -$23.1K | – | 2333 |
|
|
2022
Q4 | $23.1K | Sell |
535
-25
| -4% | -$1.08K | ﹤0.01% | 2213 |
|
|
2022
Q3 | $32K | Sell |
560
-346
| -38% | -$19.8K | ﹤0.01% | 2048 |
|
|
2022
Q2 | $45K | Sell |
906
-222
| -20% | -$11K | ﹤0.01% | 2047 |
|
|
2022
Q1 | $86K | Buy |
1,128
+116
| +11% | +$8.84K | ﹤0.01% | 1936 |
|
|
2021
Q4 | $135K | Buy |
1,012
+285
| +39% | +$38K | ﹤0.01% | 1922 |
|
|
2021
Q3 | $132K | Buy |
+727
| New | +$132K | ﹤0.01% | 2034 |
|