SWMP
ZEV
Signature Wealth Management Partners’s Lightning eMotors, Inc. ZEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-158,677
| Closed | -$45.5K | – | 112 |
|
|
2023
Q1 | $45.5K | Buy |
158,677
+1,000
| +0.6% | +$287 | 0.04% | 102 |
|
|
2022
Q4 | $57.8K | Buy |
157,677
+65,777
| +72% | +$24.1K | 0.06% | 97 |
|
|
2022
Q3 | $142K | Buy |
91,900
+5,875
| +7% | +$9.08K | 0.16% | 92 |
|
|
2022
Q2 | $238K | Sell |
86,025
-2,650
| -3% | -$7.33K | 0.24% | 86 |
|
|
2022
Q1 | $505K | Buy |
88,675
+13,500
| +18% | +$76.9K | 0.43% | 60 |
|
|
2021
Q4 | $452K | Buy |
75,175
+9,650
| +15% | +$58K | 0.38% | 61 |
|
|
2021
Q3 | $560K | Buy |
65,525
+17,300
| +36% | +$148K | 0.51% | 53 |
|
|
2021
Q2 | $401K | Buy |
48,225
+25,650
| +114% | +$213K | 0.36% | 64 |
|
|
2021
Q1 | $241K | Buy |
+22,575
| New | +$241K | 0.23% | 89 |
|