Symphony Financial’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-886
| Closed | -$331K | – | 200 |
|
2023
Q3 | $331K | Buy |
886
+202
| +30% | +$75.5K | 0.08% | 125 |
|
2023
Q2 | $275K | Hold |
684
| – | – | 0.07% | 159 |
|
2023
Q1 | $276K | Buy |
684
+55
| +9% | +$22.2K | 0.07% | 180 |
|
2022
Q4 | $266K | Buy |
629
+30
| +5% | +$12.7K | 0.07% | 172 |
|
2022
Q3 | $204K | Buy |
+599
| New | +$204K | 0.07% | 183 |
|
2022
Q2 | – | Sell |
-655
| Closed | -$268K | – | 189 |
|
2022
Q1 | $268K | Buy |
+655
| New | +$268K | 0.06% | 168 |
|
2021
Q2 | – | Sell |
-1,407
| Closed | -$528K | – | 166 |
|
2021
Q1 | $528K | Buy |
+1,407
| New | +$528K | 0.14% | 105 |
|