Lakeridge Wealth Management’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,950
| Closed | -$299K | – | 153 |
|
|
2025
Q1 | $299K | Hold |
7,950
| – | – | 0.15% | 121 |
|
|
2024
Q4 | $346K | Hold |
7,950
| – | – | 0.18% | 104 |
|
|
2024
Q3 | $341K | Hold |
7,950
| – | – | 0.19% | 103 |
|
|
2024
Q2 | $320K | Buy |
7,950
+700
| +10% | +$28.2K | 0.19% | 105 |
|
|
2024
Q1 | $301K | Hold |
7,250
| – | – | 0.2% | 96 |
|
|
2023
Q4 | $273K | Buy |
+7,250
| New | +$273K | 0.2% | 97 |
|