Strategic Wealth Partners’s Vicor VICR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,852
| Closed | -$625K | – | 288 |
|
|
2022
Q1 | $625K | Sell |
8,852
-597
| -6% | -$42.2K | 0.12% | 162 |
|
|
2021
Q4 | $1.2M | Buy |
9,449
+1,545
| +20% | +$196K | 0.23% | 127 |
|
|
2021
Q3 | $1.06M | Buy |
7,904
+1,113
| +16% | +$149K | 0.31% | 95 |
|
|
2021
Q2 | $718K | Buy |
6,791
+467
| +7% | +$49.4K | 0.23% | 111 |
|
|
2021
Q1 | $538K | Buy |
6,324
+1,464
| +30% | +$125K | 0.21% | 116 |
|
|
2020
Q4 | $448K | Buy |
+4,860
| New | +$448K | 0.19% | 124 |
|