Strategic Wealth Investment Group’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-11,452
| Closed | -$631K | – | 57 |
|
2024
Q4 | $631K | Sell |
11,452
-12
| -0.1% | -$662 | 0.07% | 88 |
|
2024
Q3 | $775K | Hold |
11,464
| – | – | 0.08% | 84 |
|
2024
Q2 | $683K | Buy |
+11,464
| New | +$683K | 0.09% | 84 |
|
2023
Q4 | $659K | Hold |
11,464
| – | – | 0.1% | 66 |
|
2023
Q3 | $571K | Hold |
11,464
| – | – | 0.1% | 68 |
|
2023
Q2 | $667K | Buy |
+11,464
| New | +$667K | 0.11% | 81 |
|
2023
Q1 | – | Sell |
-11,464
| Closed | -$651K | – | 79 |
|
2022
Q4 | $651K | Hold |
11,464
| – | – | 0.15% | 65 |
|
2022
Q3 | $554K | Buy |
+11,464
| New | +$554K | 0.16% | 63 |
|
2021
Q1 | – | Sell |
-3,241
| Closed | -$302K | – | 79 |
|
2020
Q4 | $302K | Buy |
+3,241
| New | +$302K | 0.18% | 68 |
|