Patriot Financial Group Insurance Agency’s Copel ELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-706
| Closed | -$4K | – | 847 |
|
|
2022
Q2 | $4K | Hold |
706
| – | – | ﹤0.01% | 1538 |
|
|
2022
Q1 | $4K | Buy |
706
+231
| +49% | +$1.31K | ﹤0.01% | 1678 |
|
|
2021
Q4 | $2K | Sell |
475
-48
| -9% | -$202 | ﹤0.01% | 1929 |
|
|
2021
Q3 | $3K | Hold |
523
| – | – | ﹤0.01% | 1833 |
|
|
2021
Q2 | $2K | Hold |
523
| – | – | ﹤0.01% | 1863 |
|
|
2021
Q1 | $3K | Buy |
523
+123
| +31% | +$706 | ﹤0.01% | 1683 |
|
|
2020
Q4 | $2K | Hold |
400
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 1443 |
|
|
2020
Q2 | $2K | Buy |
400
+70
| +21% | +$350 | ﹤0.01% | 1380 |
|
|
2020
Q1 | $1K | Buy |
+330
| New | +$1K | ﹤0.01% | 1418 |
|