TFO Wealth Partners’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$50 | – | 747 |
|
|
2024
Q1 | $50 | Hold |
1
| – | – | ﹤0.01% | 719 |
|
|
2023
Q4 | $45 | Hold |
1
| – | – | ﹤0.01% | 875 |
|
|
2023
Q3 | $42 | Hold |
1
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q2 | $42 | Hold |
1
| – | – | ﹤0.01% | 772 |
|
|
2023
Q1 | $41 | Hold |
1
| – | – | ﹤0.01% | 755 |
|
|
2022
Q4 | $301 | Buy |
+1
| New | +$301 | ﹤0.01% | 565 |
|