Patriot Financial Group Insurance Agency’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,997
| Closed | -$38K | – | 1927 |
|
|
2022
Q2 | $38K | Sell |
1,997
-5,403
| -73% | -$103K | 0.01% | 816 |
|
|
2022
Q1 | $182K | Sell |
7,400
-98
| -1% | -$2.41K | 0.03% | 430 |
|
|
2021
Q4 | $185K | Buy |
7,498
+1,141
| +18% | +$28.2K | 0.03% | 464 |
|
|
2021
Q3 | $151K | Buy |
+6,357
| New | +$151K | 0.03% | 519 |
|
|
2020
Q4 | – | Sell |
-326
| Closed | -$4K | – | 2010 |
|
|
2020
Q3 | $4K | Hold |
326
| – | – | ﹤0.01% | 1323 |
|
|
2020
Q2 | $3K | Hold |
326
| – | – | ﹤0.01% | 1339 |
|
|
2020
Q1 | $4K | Hold |
326
| – | – | ﹤0.01% | 1161 |
|
|
2019
Q4 | $7K | Hold |
326
| – | – | ﹤0.01% | 919 |
|
|
2019
Q3 | $6K | Sell |
326
-10
| -3% | -$184 | ﹤0.01% | 910 |
|
|
2019
Q2 | $6K | Hold |
336
| – | – | ﹤0.01% | 916 |
|
|
2019
Q1 | $6K | Buy |
336
+326
| +3,260% | +$5.82K | ﹤0.01% | 822 |
|
|
2018
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1281 |
|
|
2018
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 958 |
|