Larson Financial Group’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Sell |
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|
2025
Q1 | $25.2K | Buy |
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|
2024
Q4 | $29.2K | Sell |
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|
2024
Q3 | $30K | Hold |
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|
2024
Q2 | $28.2K | Hold |
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|
2024
Q1 | $29.1K | Hold |
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|
2023
Q4 | $26.4K | Hold |
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|
2023
Q3 | $22.4K | Hold |
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|
2023
Q2 | $22.9K | Hold |
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|
2023
Q1 | $20.5K | Hold |
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|
2022
Q4 | $17.3K | Hold |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $46K | Hold |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $45K | Buy |
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