Sea Otter Advisors’s Aeries Technology AERT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-165,858
| Closed | -$313K | – | 4 |
|
|
2024
Q2 | $313K | Sell |
165,858
-34,142
| -17% | -$64.5K | 2.17% | 10 |
|
|
2024
Q1 | $514K | Sell |
200,000
-90,131
| -31% | -$232K | 2.49% | 12 |
|
|
2023
Q4 | $725K | Buy |
+290,131
| New | +$725K | 0.48% | 31 |
|
|
2023
Q3 | – | Sell |
-109,216
| Closed | -$1.14M | – | 230 |
|
|
2023
Q2 | $1.14M | Buy |
+109,216
| New | +$1.14M | 0.63% | 28 |
|