Total Clarity Wealth Management’s Pro-Dex PDEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-641
| Closed | -$10K | – | 761 |
|
|
2022
Q2 | $10K | Buy |
+641
| New | +$10K | 0.01% | 673 |
|
|
2022
Q1 | – | Sell |
-465
| Closed | -$11K | – | 700 |
|
|
2021
Q4 | $11K | Buy |
465
+40
| +9% | +$946 | 0.01% | 674 |
|
|
2021
Q3 | $11K | Buy |
+425
| New | +$11K | 0.01% | 661 |
|
|
2021
Q2 | – | Sell |
-425
| Closed | -$11K | – | 578 |
|
|
2021
Q1 | $11K | Buy |
+425
| New | +$11K | 0.01% | 548 |
|