SW
SkyOak Wealth’s Wipro WIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-55,572
| Closed | -$310K | – | 271 |
|
|
2023
Q4 | $310K | Buy |
55,572
+94
| +0.2% | +$524 | 0.08% | 174 |
|
|
2023
Q3 | $269K | Buy |
55,478
+2,991
| +6% | +$14.5K | 0.08% | 184 |
|
|
2023
Q2 | $248K | Buy |
52,487
+6,686
| +15% | +$31.6K | 0.07% | 199 |
|
|
2023
Q1 | $206K | Buy |
45,801
+4,092
| +10% | +$18.4K | 0.06% | 226 |
|
|
2022
Q4 | $194K | Buy |
+41,709
| New | +$194K | 0.07% | 206 |
|
|
2022
Q3 | – | Sell |
-27,197
| Closed | -$144K | – | 236 |
|
|
2022
Q2 | $144K | Buy |
+27,197
| New | +$144K | 0.05% | 204 |
|
|
2021
Q4 | – | Sell |
-29,345
| Closed | -$259K | – | 258 |
|
|
2021
Q3 | $259K | Buy |
29,345
+437
| +2% | +$3.86K | 0.07% | 196 |
|
|
2021
Q2 | $226K | Sell |
28,908
-1,071
| -4% | -$8.37K | 0.06% | 205 |
|
|
2021
Q1 | $216K | Buy |
29,979
+2,588
| +9% | +$18.6K | 0.06% | 208 |
|
|
2020
Q4 | $155K | Buy |
27,391
+6,169
| +29% | +$34.9K | 0.05% | 208 |
|
|
2020
Q3 | $100K | Buy |
+21,222
| New | +$100K | 0.04% | 196 |
|