Larson Financial Group’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 | $22K | Sell |
490
-182
| -27% | -$8.17K | ﹤0.01% | 1440 |
|
|
2025
Q1 | $25.2K | Buy |
672
+1
| +0.1% | +$38 | ﹤0.01% | 1270 |
|
|
2024
Q4 | $29.2K | Sell |
671
-29
| -4% | -$1.26K | ﹤0.01% | 1076 |
|
|
2024
Q3 | $30K | Hold |
700
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q2 | $28.2K | Hold |
700
| – | – | ﹤0.01% | 958 |
|
|
2024
Q1 | $29.1K | Hold |
700
| – | – | ﹤0.01% | 809 |
|
|
2023
Q4 | $26.4K | Hold |
700
| – | – | ﹤0.01% | 782 |
|
|
2023
Q3 | $22.4K | Hold |
700
| – | – | ﹤0.01% | 788 |
|
|
2023
Q2 | $22.9K | Hold |
700
| – | – | ﹤0.01% | 708 |
|
|
2023
Q1 | $20.5K | Hold |
700
| – | – | ﹤0.01% | 733 |
|
|
2022
Q4 | $17.3K | Hold |
700
| – | – | ﹤0.01% | 726 |
|
|
2022
Q3 | $20K | Hold |
700
| – | – | ﹤0.01% | 635 |
|
|
2022
Q2 | $21K | Hold |
700
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $31K | Hold |
700
| – | – | 0.01% | 449 |
|
|
2021
Q4 | $40K | Hold |
700
| – | – | 0.01% | 418 |
|
|
2021
Q3 | $45K | Hold |
700
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $46K | Hold |
700
| – | – | 0.01% | 291 |
|
|
2021
Q1 | $44K | Hold |
700
| – | – | 0.01% | 281 |
|
|
2020
Q4 | $45K | Buy |
+700
| New | +$45K | 0.02% | 233 |
|