PWP
Pursue Wealth Partners’s Elastic ESTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,253
| Closed | -$305K | – | 104 |
|
|
2022
Q3 | $305K | Sell |
4,253
-44,087
| -91% | -$3.16M | 0.22% | 81 |
|
|
2022
Q2 | $3.27M | Sell |
48,340
-25,824
| -35% | -$1.75M | 2.08% | 11 |
|
|
2022
Q1 | $6.71M | Buy |
74,164
+17,266
| +30% | +$1.56M | 2.77% | 8 |
|
|
2021
Q4 | $7M | Buy |
+56,898
| New | +$7M | 2.71% | 8 |
|