Summit Wealth Partners’s enCore Energy EU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,978
| Closed | -$52.4K | – | 212 |
|
|
2024
Q3 | $52.4K | Hold |
12,978
| – | – | 0.01% | 235 |
|
|
2024
Q2 | $51.1K | Hold |
12,978
| – | – | 0.01% | 222 |
|
|
2024
Q1 | $56.8K | Hold |
12,978
| – | – | 0.01% | 220 |
|
|
2023
Q4 | $51K | Hold |
12,978
| – | – | 0.01% | 212 |
|
|
2023
Q3 | $43.6K | Hold |
12,978
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $31.3K | Hold |
12,978
| – | – | 0.01% | 181 |
|
|
2023
Q1 | $29.5K | Buy |
+12,978
| New | +$29.5K | 0.01% | 185 |
|