Sandia Investment Management’s Aeries Technology AERT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-251,405
| Closed | -$577K | – | 116 |
|
2024
Q3 | $577K | Sell |
251,405
-10,863
| -4% | -$25K | 0.93% | 29 |
|
2024
Q2 | $496K | Sell |
262,268
-21,000
| -7% | -$39.7K | 0.62% | 41 |
|
2024
Q1 | $728K | Sell |
283,268
-77,278
| -21% | -$199K | 0.7% | 35 |
|
2023
Q4 | $909K | Buy |
360,546
+110,546
| +44% | +$279K | 0.62% | 42 |
|
2023
Q3 | $2.65M | Hold |
250,000
| – | – | 0.72% | 47 |
|
2023
Q2 | $2.6M | Sell |
250,000
-150,000
| -38% | -$1.56M | 0.58% | 43 |
|
2023
Q1 | $4.14M | Buy |
+400,000
| New | +$4.14M | 0.76% | 44 |
|