SkyOak Wealth’s Katapult Holdings KPLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,310
| Closed | -$142K | – | 248 |
|
|
2023
Q2 | $142K | Sell |
6,310
-2,019
| -24% | -$45.4K | 0.04% | 224 |
|
|
2023
Q1 | $92.8K | Sell |
8,329
-280
| -3% | -$3.12K | 0.03% | 236 |
|
|
2022
Q4 | $206K | Sell |
8,609
-749
| -8% | -$17.9K | 0.07% | 203 |
|
|
2022
Q3 | $225K | Hold |
9,358
| – | – | 0.08% | 183 |
|
|
2022
Q2 | $250K | Buy |
9,358
+286
| +3% | +$7.64K | 0.09% | 173 |
|
|
2022
Q1 | $540K | Buy |
+9,072
| New | +$540K | 0.15% | 128 |
|