SW
SkyOak Wealth’s Qualys QLYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+1,515
| New | +$216K | 0.04% | 226 |
|
|
2025
Q1 | – | Sell |
-1,593
| Closed | -$223K | – | 267 |
|
|
2024
Q4 | $223K | Sell |
1,593
-2,524
| -61% | -$354K | 0.05% | 224 |
|
|
2024
Q3 | $529K | Sell |
4,117
-924
| -18% | -$119K | 0.12% | 109 |
|
|
2024
Q2 | $719K | Buy |
5,041
+2,288
| +83% | +$326K | 0.17% | 90 |
|
|
2024
Q1 | $459K | Sell |
2,753
-2,140
| -44% | -$357K | 0.11% | 131 |
|
|
2023
Q4 | $960K | Sell |
4,893
-565
| -10% | -$111K | 0.25% | 76 |
|
|
2023
Q3 | $833K | Sell |
5,458
-328
| -6% | -$50K | 0.24% | 80 |
|
|
2023
Q2 | $747K | Sell |
5,786
-2,817
| -33% | -$364K | 0.21% | 91 |
|
|
2023
Q1 | $1.12M | Buy |
8,603
+648
| +8% | +$84.3K | 0.34% | 67 |
|
|
2022
Q4 | $893K | Sell |
7,955
-1,028
| -11% | -$115K | 0.3% | 76 |
|
|
2022
Q3 | $1.25M | Buy |
8,983
+62
| +0.7% | +$8.64K | 0.45% | 56 |
|
|
2022
Q2 | $1.13M | Sell |
8,921
-1,070
| -11% | -$135K | 0.38% | 69 |
|
|
2022
Q1 | $1.42M | Sell |
9,991
-173
| -2% | -$24.6K | 0.4% | 67 |
|
|
2021
Q4 | $1.4M | Buy |
10,164
+38
| +0.4% | +$5.22K | 0.35% | 72 |
|
|
2021
Q3 | $1.13M | Sell |
10,126
-495
| -5% | -$55.1K | 0.3% | 77 |
|
|
2021
Q2 | $1.07M | Sell |
10,621
-219
| -2% | -$22K | 0.29% | 80 |
|
|
2021
Q1 | $1.14M | Buy |
10,840
+1,632
| +18% | +$171K | 0.32% | 78 |
|
|
2020
Q4 | $1.12M | Buy |
9,208
+342
| +4% | +$41.7K | 0.35% | 77 |
|
|
2020
Q3 | $869K | Buy |
+8,866
| New | +$869K | 0.31% | 81 |
|