KWM
Kolinsky Wealth Management’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $671K | Sell |
1,580
-183
| -10% | -$77.7K | 0.41% | 44 |
|
|
2024
Q3 | $829K | Sell |
1,763
-10
| -0.6% | -$4.7K | 0.54% | 34 |
|
|
2024
Q2 | $724K | Buy |
1,773
+68
| +4% | +$27.8K | 0.52% | 37 |
|
|
2024
Q1 | $743K | Buy |
1,705
+1
| +0.1% | +$436 | 0.57% | 31 |
|
|
2023
Q4 | $577K | Buy |
1,704
+36
| +2% | +$12.2K | 0.51% | 39 |
|
|
2023
Q3 | $493K | Buy |
1,668
+195
| +13% | +$57.6K | 0.49% | 42 |
|
|
2023
Q2 | $472K | Buy |
1,473
+8
| +0.5% | +$2.57K | 0.45% | 51 |
|
|
2023
Q1 | $397K | Sell |
1,465
-51
| -3% | -$13.8K | 0.42% | 53 |
|
|
2022
Q4 | $325K | Sell |
1,516
-40
| -3% | -$8.58K | 0.37% | 71 |
|
|
2022
Q3 | $288K | Buy |
1,556
+23
| +2% | +$4.26K | 0.36% | 70 |
|
|
2022
Q2 | $281K | Buy |
1,533
+144
| +10% | +$26.4K | 0.33% | 76 |
|
|
2022
Q1 | $303K | Buy |
1,389
+204
| +17% | +$44.5K | 0.3% | 80 |
|
|
2021
Q4 | $307K | Buy |
+1,185
| New | +$307K | 0.28% | 95 |
|