PWA
Primoris Wealth Advisors’s Airbnb ABNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,627
| Closed | -$209K | – | 71 |
|
|
2023
Q2 | $209K | Sell |
1,627
-100
| -6% | -$12.8K | 0.23% | 63 |
|
|
2023
Q1 | $215K | Sell |
1,727
-2,585
| -60% | -$322K | 0.26% | 58 |
|
|
2022
Q4 | $359K | Sell |
4,312
-115
| -3% | -$9.58K | 0.55% | 41 |
|
|
2022
Q3 | $468K | Sell |
4,427
-905
| -17% | -$95.7K | 0.83% | 32 |
|
|
2022
Q2 | $474K | Sell |
5,332
-500
| -9% | -$44.4K | 0.68% | 38 |
|
|
2022
Q1 | $1M | Buy |
5,832
+1,540
| +36% | +$265K | 0.94% | 33 |
|
|
2021
Q4 | $648K | Buy |
+4,292
| New | +$648K | 0.52% | 48 |
|