One Wealth Advisors’s Ingles Markets IMKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,066
Closed -$253K 208
2023
Q2
$253K Sell
3,066
-286
-9% -$23.6K 0.05% 167
2023
Q1
$297K Buy
3,352
+702
+26% +$62.3K 0.07% 148
2022
Q4
$256K Buy
+2,650
New +$256K 0.06% 161