One Wealth Advisors’s Immersion IMMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,971
| Closed | -$72.5K | – | 227 |
|
|
2023
Q3 | $72.5K | Hold |
10,971
| – | – | 0.02% | 187 |
|
|
2023
Q2 | $77.7K | Hold |
10,971
| – | – | 0.02% | 208 |
|
|
2023
Q1 | $98.1K | Buy |
+10,971
| New | +$98.1K | 0.02% | 197 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$1K | – | 292 |
|
|
2019
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 531 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$1K | – | 278 |
|
|
2018
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 546 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 507 |
|
|
2018
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 502 |
|
|
2017
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 541 |
|