Summit Wealth & Retirement Planning’s Mama's Creations MAMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,221
| Closed | -$46K | – | 86 |
|
|
2023
Q1 | $46K | Sell |
24,221
-15,393
| -39% | -$29.2K | 0.02% | 104 |
|
|
2022
Q4 | $71.1K | Hold |
39,614
| – | – | 0.03% | 101 |
|
|
2022
Q3 | $43K | Hold |
39,614
| – | – | 0.02% | 106 |
|
|
2022
Q2 | $55K | Hold |
39,614
| – | – | 0.02% | 111 |
|
|
2022
Q1 | $66K | Hold |
39,614
| – | – | 0.02% | 101 |
|
|
2021
Q4 | $80K | Sell |
39,614
-1,326
| -3% | -$2.68K | 0.03% | 89 |
|
|
2021
Q3 | $99K | Buy |
+40,940
| New | +$99K | 0.04% | 86 |
|