SW
SkyOak Wealth’s Remitly RELY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,088
| Closed | -$205K | – | 269 |
|
|
2024
Q4 | $205K | Sell |
9,088
-4,873
| -35% | -$110K | 0.04% | 238 |
|
|
2024
Q3 | $187K | Sell |
13,961
-2,606
| -16% | -$34.9K | 0.04% | 228 |
|
|
2024
Q2 | $201K | Sell |
16,567
-214
| -1% | -$2.59K | 0.05% | 227 |
|
|
2024
Q1 | $348K | Sell |
16,781
-5,701
| -25% | -$118K | 0.08% | 162 |
|
|
2023
Q4 | $437K | Sell |
22,482
-1,555
| -6% | -$30.2K | 0.11% | 131 |
|
|
2023
Q3 | $606K | Sell |
24,037
-6,393
| -21% | -$161K | 0.18% | 96 |
|
|
2023
Q2 | $573K | Sell |
30,430
-13,889
| -31% | -$261K | 0.16% | 109 |
|
|
2023
Q1 | $751K | Sell |
44,319
-8,840
| -17% | -$150K | 0.23% | 90 |
|
|
2022
Q4 | $609K | Sell |
53,159
-10,776
| -17% | -$123K | 0.2% | 103 |
|
|
2022
Q3 | $711K | Sell |
63,935
-56,126
| -47% | -$624K | 0.25% | 87 |
|
|
2022
Q2 | $920K | Buy |
+120,061
| New | +$920K | 0.31% | 76 |
|