Tilia Fiduciary Partners’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-75
| Closed | -$63 | – | 312 |
|
2023
Q2 | $63 | Hold |
75
| – | – | ﹤0.01% | 524 |
|
2023
Q1 | $64 | Hold |
75
| – | – | ﹤0.01% | 508 |
|
2022
Q4 | $76 | Hold |
75
| – | – | ﹤0.01% | 503 |
|
2022
Q3 | $0 | Hold |
75
| – | – | ﹤0.01% | 523 |
|
2022
Q2 | $0 | Hold |
75
| – | – | ﹤0.01% | 543 |
|
2022
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 519 |
|
2021
Q4 | $0 | Buy |
+75
| New | – | ﹤0.01% | 552 |
|