Total Clarity Wealth Management’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-250
| Closed | -$8K | – | 590 |
|
2022
Q2 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 718 |
|
2022
Q1 | – | Sell |
-250
| Closed | -$14K | – | 549 |
|
2021
Q4 | $14K | Hold |
250
| – | – | 0.01% | 623 |
|
2021
Q3 | $16K | Buy |
+250
| New | +$16K | 0.01% | 585 |
|
2021
Q2 | – | Sell |
-250
| Closed | -$16K | – | 448 |
|
2021
Q1 | $16K | Buy |
+250
| New | +$16K | 0.01% | 490 |
|