Mission Wealth Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,530
| Closed | -$61.6K | – | 530 |
|
2023
Q1 | $61.6K | Sell |
10,530
-9,449
| -47% | -$55.3K | ﹤0.01% | 505 |
|
2022
Q4 | $117K | Sell |
19,979
-14,820
| -43% | -$86.5K | 0.01% | 483 |
|
2022
Q3 | $200K | Buy |
34,799
+990
| +3% | +$5.69K | 0.01% | 451 |
|
2022
Q2 | $250K | Buy |
33,809
+13,109
| +63% | +$96.9K | 0.01% | 419 |
|
2022
Q1 | $189K | Buy |
20,700
+1,554
| +8% | +$14.2K | 0.01% | 480 |
|
2021
Q4 | $208K | Buy |
19,146
+3,675
| +24% | +$39.9K | 0.01% | 483 |
|
2021
Q3 | $173K | Buy |
15,471
+4,803
| +45% | +$53.7K | 0.01% | 471 |
|
2021
Q2 | $134K | Buy |
+10,668
| New | +$134K | 0.01% | 466 |
|