SkyOak Wealth’s a.k.a. Brands AKA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,599
| Closed | -$13.6K | – | 242 |
|
|
2023
Q3 | $13.6K | Sell |
2,599
-1,157
| -31% | -$6.04K | ﹤0.01% | 235 |
|
|
2023
Q2 | $19.4K | Sell |
3,756
-1,051
| -22% | -$5.42K | 0.01% | 240 |
|
|
2023
Q1 | $31.4K | Sell |
4,807
-318
| -6% | -$2.08K | 0.01% | 246 |
|
|
2022
Q4 | $78.1K | Sell |
5,125
-512
| -9% | -$7.8K | 0.03% | 214 |
|
|
2022
Q3 | $98K | Sell |
5,637
-1,144
| -17% | -$19.9K | 0.04% | 205 |
|
|
2022
Q2 | $225K | Buy |
+6,781
| New | +$225K | 0.08% | 181 |
|