Summit Wealth & Retirement Planning’s GameStop GME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-77,340
Closed -$107K 125
2019
Q3
$107K Sell
77,340
-11,200
-13% -$15.5K 0.06% 117
2019
Q2
$121K Hold
88,540
0.07% 129
2019
Q1
$225K Hold
88,540
0.13% 123
2018
Q4
$279K Buy
+88,540
New +$279K 0.21% 95