Modera Wealth Management’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Buy |
20,428
+6,340
| +45% | +$318K | 0.01% | 328 |
|
2025
Q1 | $665K | Buy |
14,088
+6,857
| +95% | +$324K | 0.01% | 375 |
|
2024
Q4 | $382K | Sell |
7,231
-2,157
| -23% | -$114K | ﹤0.01% | 477 |
|
2024
Q3 | $521K | Sell |
9,388
-555
| -6% | -$30.8K | 0.01% | 406 |
|
2024
Q2 | $586K | Sell |
9,943
-635
| -6% | -$37.5K | 0.01% | 372 |
|
2024
Q1 | $727K | Buy |
10,578
+35
| +0.3% | +$2.41K | 0.01% | 344 |
|
2023
Q4 | $855K | Sell |
10,543
-4,427
| -30% | -$359K | 0.01% | 304 |
|
2023
Q3 | $967K | Sell |
14,970
-1,524
| -9% | -$98.4K | 0.02% | 287 |
|
2023
Q2 | $1.4M | Buy |
+16,494
| New | +$1.4M | 0.03% | 258 |
|
2022
Q1 | – | Sell |
-1,654
| Closed | -$362K | – | 428 |
|
2021
Q4 | $362K | Buy |
+1,654
| New | +$362K | 0.01% | 353 |
|