Summit Trail Advisors’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
41,014
+28,401
| +225% | +$1.42M | 0.04% | 260 |
|
|
2025
Q1 | $595K | Buy |
+12,613
| New | +$595K | 0.02% | 227 |
|
|
2024
Q4 | – | Sell |
-5,211
| Closed | -$289K | – | 511 |
|
|
2024
Q3 | $289K | Buy |
+5,211
| New | +$289K | 0.01% | 555 |
|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$63K | – | 339 |
|
|
2018
Q2 | $63K | Buy |
+1,500
| New | +$63K | 0.02% | 278 |
|
|
2018
Q1 | – | Sell |
-1,500
| Closed | -$29K | – | 817 |
|
|
2017
Q4 | $29K | Buy |
+1,500
| New | +$29K | ﹤0.01% | 950 |
|