Powell Investment Advisors’s Mogo MOGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,333
| Closed | -$17.1K | – | 143 |
|
|
2023
Q2 | $17.1K | Hold |
8,333
| – | – | 0.01% | 129 |
|
|
2023
Q1 | $16.4K | Hold |
8,333
| – | – | 0.01% | 129 |
|
|
2022
Q4 | $13.2K | Hold |
8,333
| – | – | 0.01% | 125 |
|
|
2022
Q3 | $23K | Hold |
8,333
| – | – | 0.02% | 122 |
|
|
2022
Q2 | $21K | Buy |
8,333
+166
| +2% | +$418 | 0.01% | 139 |
|
|
2022
Q1 | $71K | Sell |
8,167
-6,416
| -44% | -$55.8K | 0.04% | 116 |
|
|
2021
Q4 | $150K | Buy |
+14,583
| New | +$150K | 0.09% | 110 |
|