SW
SkyOak Wealth’s Digital Turbine APPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,137
| Closed | -$69.5K | – | 251 |
|
|
2023
Q4 | $69.5K | Sell |
10,137
-7,808
| -44% | -$53.6K | 0.02% | 231 |
|
|
2023
Q3 | $109K | Sell |
17,945
-9,308
| -34% | -$56.3K | 0.03% | 221 |
|
|
2023
Q2 | $253K | Sell |
27,253
-10,262
| -27% | -$95.2K | 0.07% | 196 |
|
|
2023
Q1 | $464K | Sell |
37,515
-308
| -0.8% | -$3.81K | 0.14% | 124 |
|
|
2022
Q4 | $576K | Sell |
37,823
-3,600
| -9% | -$54.9K | 0.19% | 106 |
|
|
2022
Q3 | $597K | Sell |
41,423
-9,418
| -19% | -$136K | 0.21% | 102 |
|
|
2022
Q2 | $888K | Buy |
50,841
+20,011
| +65% | +$350K | 0.3% | 79 |
|
|
2022
Q1 | $1.35M | Buy |
+30,830
| New | +$1.35M | 0.38% | 70 |
|