SWM
Segment Wealth Management’s Mercado Libre MELI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.18M | Buy |
835
+39
| +5% | +$102K | 0.14% | 103 |
|
2025
Q1 | $1.55M | Buy |
+796
| New | +$1.55M | 0.11% | 117 |
|
2021
Q4 | – | Sell |
-159
| Closed | -$267K | – | 258 |
|
2021
Q3 | $267K | Hold |
159
| – | – | 0.03% | 194 |
|
2021
Q2 | $248K | Sell |
159
-6
| -4% | -$9.36K | 0.03% | 206 |
|
2021
Q1 | $243K | Buy |
165
+31
| +23% | +$45.7K | 0.03% | 206 |
|
2020
Q4 | $224K | Buy |
+134
| New | +$224K | 0.03% | 203 |
|