TA
Tiedemann Advisors’s FiscalNote NOTE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $198K | Buy |
95,000
+26,000
| +38% | +$54.1K | 0.01% | 262 |
|
2023
Q2 | $251K | Buy |
69,000
+15,000
| +28% | +$54.6K | 0.01% | 219 |
|
2023
Q1 | $120K | Buy |
54,000
+38,000
| +238% | +$84.7K | 0.01% | 236 |
|
2022
Q4 | $101K | Sell |
16,000
-2,479
| -13% | -$15.7K | ﹤0.01% | 231 |
|
2022
Q3 | $118K | Buy |
+18,479
| New | +$118K | 0.01% | 223 |
|