Summit Wealth & Retirement Planning’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,390
| Closed | -$533K | – | 116 |
|
|
2020
Q1 | $533K | Sell |
4,390
-93
| -2% | -$11.3K | 0.28% | 64 |
|
|
2019
Q4 | $670K | Sell |
4,483
-45
| -1% | -$6.73K | 0.3% | 67 |
|
|
2019
Q3 | $516K | Sell |
4,528
-70
| -2% | -$7.98K | 0.31% | 69 |
|
|
2019
Q2 | $672K | Sell |
4,598
-415
| -8% | -$60.7K | 0.39% | 62 |
|
|
2019
Q1 | $696K | Buy |
+5,013
| New | +$696K | 0.41% | 62 |
|