Patriot Financial Group Insurance Agency’s SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-407
| Closed | -$13K | – | 1695 |
|
|
2022
Q2 | $13K | Hold |
407
| – | – | ﹤0.01% | 1161 |
|
|
2022
Q1 | $17K | Sell |
407
-3,267
| -89% | -$136K | ﹤0.01% | 1159 |
|
|
2021
Q4 | $167K | Sell |
3,674
-1,901
| -34% | -$86.4K | 0.03% | 504 |
|
|
2021
Q3 | $243K | Buy |
5,575
+4
| +0.1% | +$174 | 0.04% | 398 |
|
|
2021
Q2 | $266K | Buy |
5,571
+169
| +3% | +$8.07K | 0.05% | 361 |
|
|
2021
Q1 | $245K | Buy |
5,402
+5
| +0.1% | +$227 | 0.06% | 339 |
|
|
2020
Q4 | $227K | Buy |
+5,397
| New | +$227K | 0.06% | 315 |
|