Newbridge Financial Services Group’s INNOVATE Corp VATE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-500
| Closed | -$8.1K | – | 1339 |
|
2023
Q3 | $8.1K | Hold |
500
| – | – | ﹤0.01% | 860 |
|
2023
Q2 | $8.75K | Hold |
500
| – | – | ﹤0.01% | 912 |
|
2023
Q1 | $14.9K | Hold |
500
| – | – | 0.01% | 813 |
|
2022
Q4 | $9.35K | Hold |
500
| – | – | 0.01% | 927 |
|
2022
Q3 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 1103 |
|
2021
Q3 | – | Sell |
-500
| Closed | -$20K | – | 1612 |
|
2021
Q2 | $20K | Hold |
500
| – | – | 0.01% | 785 |
|
2021
Q1 | $20K | Hold |
500
| – | – | 0.01% | 694 |
|
2020
Q4 | $16K | Hold |
500
| – | – | 0.01% | 602 |
|
2020
Q3 | $12K | Buy |
+500
| New | +$12K | 0.01% | 637 |
|