Monterey Private Wealth’s Instructure Holdings, Inc. INST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,396
| Closed | -$292K | – | 144 |
|
|
2024
Q3 | $292K | Buy |
12,396
+1,328
| +12% | +$31.3K | 0.1% | 96 |
|
|
2024
Q2 | $259K | Buy |
11,068
+1,154
| +12% | +$27K | 0.1% | 98 |
|
|
2024
Q1 | $212K | Buy |
9,914
+1,107
| +13% | +$23.7K | 0.09% | 106 |
|
|
2023
Q4 | $238K | Sell |
8,807
-1,831
| -17% | -$49.5K | 0.11% | 91 |
|
|
2023
Q3 | $270K | Buy |
10,638
+1,494
| +16% | +$37.9K | 0.14% | 76 |
|
|
2023
Q2 | $230K | Buy |
9,144
+1,204
| +15% | +$30.3K | 0.11% | 91 |
|
|
2023
Q1 | $206K | Sell |
7,940
-1,497
| -16% | -$38.8K | 0.11% | 95 |
|
|
2022
Q4 | $221K | Buy |
+9,437
| New | +$221K | 0.12% | 94 |
|