Laidlaw Wealth Management’s SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,544
| Closed | -$584K | – | 376 |
|
|
2022
Q3 | $584K | Buy |
18,544
+1,668
| +10% | +$52.5K | 0.14% | 161 |
|
|
2022
Q2 | $581K | Buy |
16,876
+3,997
| +31% | +$138K | 0.12% | 182 |
|
|
2022
Q1 | $604K | Buy |
12,879
+2,305
| +22% | +$108K | 0.1% | 195 |
|
|
2021
Q4 | $584K | Buy |
10,574
+1,435
| +16% | +$79.3K | 0.09% | 203 |
|
|
2021
Q3 | $500K | Buy |
9,139
+344
| +4% | +$18.8K | 0.13% | 153 |
|
|
2021
Q2 | $546K | Buy |
+8,795
| New | +$546K | 0.14% | 138 |
|