SkyOak Wealth’s SOBR Safe SOBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31
| Closed | -$2.01K | – | 279 |
|
|
2024
Q3 | $2.01K | Hold |
31
| – | – | ﹤0.01% | 241 |
|
|
2024
Q2 | $5.07K | Hold |
31
| – | – | ﹤0.01% | 244 |
|
|
2024
Q1 | $14.1K | Buy |
31
+9
| +41% | +$4.11K | ﹤0.01% | 246 |
|
|
2023
Q4 | $11K | Hold |
22
| – | – | ﹤0.01% | 239 |
|
|
2023
Q3 | $27K | Hold |
22
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $41.7K | Buy |
+22
| New | +$41.7K | 0.01% | 234 |
|