Personal CFO Solutions’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,590
| Closed | -$216K | – | 476 |
|
|
2022
Q3 | $216K | Sell |
7,590
-4,400
| -37% | -$125K | 0.05% | 347 |
|
|
2022
Q2 | $361K | Sell |
11,990
-3,500
| -23% | -$105K | 0.08% | 222 |
|
|
2022
Q1 | $683K | Sell |
15,490
-912
| -6% | -$40.2K | 0.13% | 145 |
|
|
2021
Q4 | $949K | Sell |
16,402
-1,088
| -6% | -$63K | 0.18% | 117 |
|
|
2021
Q3 | $1.13M | Buy |
17,490
+344
| +2% | +$22.1K | 0.23% | 93 |
|
|
2021
Q2 | $1.14M | Sell |
17,146
-1,200
| -7% | -$79.4K | 0.23% | 83 |
|
|
2021
Q1 | $1.14M | Buy |
18,346
+2,630
| +17% | +$164K | 0.25% | 75 |
|
|
2020
Q4 | $1.01M | Buy |
+15,716
| New | +$1.01M | 0.25% | 93 |
|