Total Clarity Wealth Management’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-357
| Closed | -$8K | – | 762 |
|
2022
Q2 | $8K | Buy |
+357
| New | +$8K | ﹤0.01% | 723 |
|
2022
Q1 | – | Sell |
-328
| Closed | -$10K | – | 701 |
|
2021
Q4 | $10K | Buy |
328
+12
| +4% | +$366 | ﹤0.01% | 701 |
|
2021
Q3 | $7K | Buy |
+316
| New | +$7K | ﹤0.01% | 761 |
|
2021
Q2 | – | Sell |
-346
| Closed | -$6K | – | 579 |
|
2021
Q1 | $6K | Buy |
+346
| New | +$6K | ﹤0.01% | 659 |
|