Stratos Wealth Partners’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-637
| Closed | -$12.5K | – | 1430 |
|
|
2023
Q3 | $12.5K | Sell |
637
-1,097
| -63% | -$21.5K | ﹤0.01% | 1275 |
|
|
2023
Q2 | $60.7K | Buy |
1,734
+56
| +3% | +$1.96K | ﹤0.01% | 1166 |
|
|
2023
Q1 | $76.5K | Sell |
1,678
-55
| -3% | -$2.51K | ﹤0.01% | 1095 |
|
|
2022
Q4 | $74.9K | Sell |
1,733
-239
| -12% | -$10.3K | ﹤0.01% | 1105 |
|
|
2022
Q3 | $113K | Sell |
1,972
-13
| -0.7% | -$745 | ﹤0.01% | 1072 |
|
|
2022
Q2 | $98K | Buy |
1,985
+250
| +14% | +$12.3K | ﹤0.01% | 1138 |
|
|
2022
Q1 | $133K | Buy |
1,735
+217
| +14% | +$16.6K | ﹤0.01% | 1210 |
|
|
2021
Q4 | $202K | Buy |
1,518
+405
| +36% | +$53.9K | ﹤0.01% | 1169 |
|
|
2021
Q3 | $202K | Buy |
+1,113
| New | +$202K | 0.01% | 1106 |
|