Sweet Financial Partners’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $2.54M | Buy |
3,576
+2,709
| +312% | +$1.92M | 0.55% | 43 |
|
2024
Q2 | $585K | Hold |
867
| – | – | 0.13% | 109 |
|
2024
Q1 | $527K | Sell |
867
-482
| -36% | -$293K | 0.12% | 123 |
|
2023
Q4 | $657K | Sell |
1,349
-11
| -0.8% | -$5.36K | 0.16% | 99 |
|
2023
Q3 | $514K | Buy |
1,360
+15
| +1% | +$5.66K | 0.14% | 105 |
|
2023
Q2 | $592K | Sell |
1,345
-369
| -22% | -$163K | 0.15% | 95 |
|
2023
Q1 | $592K | Hold |
1,714
| – | – | 0.16% | 94 |
|
2022
Q4 | $505K | Buy |
1,714
+27
| +2% | +$7.96K | 0.15% | 101 |
|
2022
Q3 | $397K | Buy |
1,687
+100
| +6% | +$23.5K | 0.13% | 107 |
|
2022
Q2 | $278K | Buy |
1,587
+276
| +21% | +$48.3K | 0.09% | 134 |
|
2022
Q1 | $491K | Buy |
+1,311
| New | +$491K | 0.13% | 97 |
|