LBWM
Left Brain Wealth Management’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,983
| Closed | -$411K | – | 80 |
|
|
2023
Q3 | $411K | Hold |
16,983
| – | – | 0.26% | 65 |
|
|
2023
Q2 | $499K | Sell |
16,983
-3,405
| -17% | -$100K | 0.3% | 62 |
|
|
2023
Q1 | $539K | Buy |
20,388
+2,550
| +14% | +$67.5K | 0.37% | 57 |
|
|
2022
Q4 | $555K | Buy |
+17,838
| New | +$555K | 0.42% | 49 |
|