Kestra Private Wealth Services’s PetMed Express PETS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-21,271
| Closed | -$345K | – | 1121 |
|
2023
Q1 | $345K | Buy |
21,271
+167
| +0.8% | +$2.71K | 0.01% | 730 |
|
2022
Q4 | $374K | Sell |
21,104
-9,068
| -30% | -$161K | 0.02% | 602 |
|
2022
Q3 | $589K | Buy |
30,172
+1,301
| +5% | +$25.4K | 0.03% | 455 |
|
2022
Q2 | $575K | Buy |
28,871
+4,172
| +17% | +$83.1K | 0.03% | 462 |
|
2022
Q1 | $637K | Buy |
+24,699
| New | +$637K | 0.03% | 498 |
|