Strategic Wealth Partners’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41,806
| Closed | -$263K | – | 291 |
|
|
2023
Q4 | $263K | Sell |
41,806
-239,068
| -85% | -$1.51M | 0.03% | 235 |
|
|
2023
Q3 | $1.37M | Sell |
280,874
-56,730
| -17% | -$276K | 0.18% | 134 |
|
|
2023
Q2 | $1.84M | Sell |
337,604
-4,827
| -1% | -$26.3K | 0.24% | 117 |
|
|
2023
Q1 | $2M | Sell |
342,431
-4,404
| -1% | -$25.8K | 0.31% | 93 |
|
|
2022
Q4 | $2.03M | Buy |
+346,835
| New | +$2.03M | 0.38% | 80 |
|
|
2022
Q1 | – | Sell |
-565,571
| Closed | -$6.15M | – | 268 |
|
|
2021
Q4 | $6.15M | Buy |
+565,571
| New | +$6.15M | 1.17% | 15 |
|