Riverwater Partners’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-64,459
| Closed | -$260K | – | 193 |
|
|
2024
Q1 | $260K | Sell |
64,459
-971
| -1% | -$3.92K | 0.19% | 162 |
|
|
2023
Q4 | $308K | Buy |
65,430
+1,601
| +3% | +$7.54K | 0.24% | 133 |
|
|
2023
Q3 | $280K | Buy |
63,829
+29,844
| +88% | +$131K | 0.25% | 141 |
|
|
2023
Q2 | $182K | Hold |
33,985
| – | – | 0.16% | 181 |
|
|
2023
Q1 | $173K | Hold |
33,985
| – | – | 0.16% | 181 |
|
|
2022
Q4 | $156K | Buy |
+33,985
| New | +$156K | 0.13% | 193 |
|