Tradition Wealth Management’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14M | Sell |
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|
2025
Q1 | $5.16M | Buy |
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|
2024
Q4 | $5.69M | Sell |
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|
2024
Q3 | $5.73M | Buy |
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|
2024
Q2 | $5.34M | Sell |
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|
2024
Q1 | $5.73M | Sell |
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|
2023
Q4 | $5.54M | Buy |
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|
2023
Q3 | $4.59M | Sell |
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|
2023
Q2 | $4.84M | Sell |
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|
2023
Q1 | $4.43M | Buy |
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|
2022
Q4 | $3.72M | Buy |
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|
2022
Q3 | $3.24M | Sell |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $4.15M | Buy |
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|
2021
Q4 | $3.8M | Sell |
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|
2021
Q3 | $4.24M | Buy |
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|
2021
Q2 | $4.12M | Buy |
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|
2021
Q1 | $3.33M | Buy |
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|
2020
Q4 | $2.01M | Buy |
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