Simon Quick Advisors’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-300
| Closed | -$16K | – | 291 |
|
2022
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 284 |
|
2021
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 294 |
|
2021
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 319 |
|
2021
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 342 |
|
2021
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 373 |
|
2020
Q4 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 360 |
|