Mark Sheptoff Financial Planning’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-200
| Closed | -$22K | – | 491 |
|
2021
Q4 | $22K | Buy |
+200
| New | +$22K | 0.01% | 248 |
|
2021
Q3 | – | Sell |
-200
| Closed | -$20K | – | 430 |
|
2021
Q2 | $20K | Hold |
200
| – | – | 0.01% | 272 |
|
2021
Q1 | $22K | Hold |
200
| – | – | 0.01% | 225 |
|
2020
Q4 | $21K | Hold |
200
| – | – | 0.01% | 215 |
|
2020
Q3 | $13K | Hold |
200
| – | – | 0.01% | 218 |
|
2020
Q2 | $12K | Hold |
200
| – | – | 0.01% | 247 |
|
2020
Q1 | $7K | Hold |
200
| – | – | 0.01% | 259 |
|
2019
Q4 | $9K | Hold |
200
| – | – | 0.01% | 291 |
|
2019
Q3 | $10K | Hold |
200
| – | – | 0.01% | 273 |
|
2019
Q2 | $11K | Hold |
200
| – | – | 0.01% | 260 |
|
2019
Q1 | $11K | Hold |
200
| – | – | 0.01% | 263 |
|
2018
Q4 | $9K | Hold |
200
| – | – | 0.01% | 250 |
|
2018
Q3 | $8K | Hold |
200
| – | – | 0.01% | 307 |
|
2018
Q2 | $8K | Hold |
200
| – | – | 0.01% | 299 |
|
2018
Q1 | $8K | Hold |
200
| – | – | 0.01% | 311 |
|
2017
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 309 |
|
2017
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 317 |
|
2017
Q2 | $5K | Sell |
200
-1
| -0.5% | -$25 | ﹤0.01% | 310 |
|
2017
Q1 | $5K | Buy |
201
+1
| +0.5% | +$25 | ﹤0.01% | 309 |
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 298 |
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 294 |
|
2016
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 284 |
|
2016
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 276 |
|
2015
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 303 |
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 291 |
|
2015
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 304 |
|
2015
Q1 | $7K | Hold |
200
| – | – | 0.01% | 284 |
|
2014
Q4 | $6K | Hold |
200
| – | – | 0.01% | 287 |
|
2014
Q3 | $8K | Hold |
200
| – | – | 0.01% | 284 |
|
2014
Q2 | $10K | Hold |
200
| – | – | 0.01% | 277 |
|
2014
Q1 | $11K | Buy |
+200
| New | +$11K | 0.01% | 278 |
|