Steward Partners Investment Advisory’s Mogo MOGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$368 | – | 3636 |
|
|
2023
Q4 | $368 | Hold |
200
| – | – | ﹤0.01% | 3381 |
|
|
2023
Q3 | $314 | Hold |
200
| – | – | ﹤0.01% | 3277 |
|
|
2023
Q2 | $409 | Hold |
200
| – | – | ﹤0.01% | 3203 |
|
|
2023
Q1 | $394 | Buy |
+200
| New | +$394 | ﹤0.01% | 3185 |
|
|
2021
Q3 | – | Sell |
-3,358
| Closed | -$79K | – | 3264 |
|
|
2021
Q2 | $79K | Buy |
3,358
+3,158
| +1,579% | +$74.3K | ﹤0.01% | 2570 |
|
|
2021
Q1 | $5.1K | Buy |
+200
| New | +$5.1K | ﹤0.01% | 2999 |
|