Total Clarity Wealth Management’s PDS Biotechnology PDSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,362
| Closed | -$88.3K | – | 223 |
|
|
2023
Q1 | $88.3K | Sell |
14,362
-2,747
| -16% | -$16.9K | 0.05% | 175 |
|
|
2022
Q4 | $226K | Buy |
+17,109
| New | +$226K | 0.12% | 205 |
|
|
2022
Q3 | – | Sell |
-3,779
| Closed | -$14K | – | 763 |
|
|
2022
Q2 | $14K | Buy |
+3,779
| New | +$14K | 0.01% | 605 |
|
|
2022
Q1 | – | Sell |
-13,306
| Closed | -$108K | – | 703 |
|
|
2021
Q4 | $108K | Sell |
13,306
-3,336
| -20% | -$27.1K | 0.05% | 300 |
|
|
2021
Q3 | $248K | Buy |
+16,642
| New | +$248K | 0.12% | 195 |
|
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$7K | – | 580 |
|
|
2021
Q1 | $7K | Buy |
+1,500
| New | +$7K | ﹤0.01% | 627 |
|