SW
SkyOak Wealth’s Ingles Markets IMKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,051
| Closed | -$264K | – | 259 |
|
|
2023
Q4 | $264K | Sell |
3,051
-125
| -4% | -$10.8K | 0.07% | 201 |
|
|
2023
Q3 | $239K | Buy |
3,176
+371
| +13% | +$27.9K | 0.07% | 197 |
|
|
2023
Q2 | $232K | Buy |
2,805
+384
| +16% | +$31.7K | 0.07% | 205 |
|
|
2023
Q1 | $215K | Buy |
+2,421
| New | +$215K | 0.07% | 216 |
|