Scholtz & Company’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-71,838
| Closed | -$3.3M | – | 76 |
|
|
2020
Q3 | $3.3M | Buy |
71,838
+13,555
| +23% | +$622K | 1.44% | 27 |
|
|
2020
Q2 | $2.55M | Buy |
58,283
+26,875
| +86% | +$1.18M | 1.27% | 29 |
|
|
2020
Q1 | $1.25M | Sell |
31,408
-12,062
| -28% | -$478K | 0.95% | 32 |
|
|
2019
Q4 | $2.04M | Buy |
43,470
+2,340
| +6% | +$110K | 1.19% | 32 |
|
|
2019
Q3 | $1.45M | Buy |
41,130
+34,455
| +516% | +$1.21M | 0.97% | 36 |
|
|
2019
Q2 | $260K | Buy |
6,675
+985
| +17% | +$38.4K | 0.17% | 54 |
|
|
2019
Q1 | $252K | Buy |
+5,690
| New | +$252K | 0.17% | 47 |
|
|
2018
Q4 | – | Sell |
-35,540
| Closed | -$1.3M | – | 52 |
|
|
2018
Q3 | $1.3M | Buy |
+35,540
| New | +$1.3M | 0.82% | 35 |
|