Tradition Wealth Management’s Intersect ENT, Inc XENT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-623
| Closed | -$17K | – | 1170 |
|
2022
Q1 | $17K | Hold |
623
| – | – | ﹤0.01% | 764 |
|
2021
Q4 | $17K | Hold |
623
| – | – | ﹤0.01% | 782 |
|
2021
Q3 | $17K | Sell |
623
-600
| -49% | -$16.4K | ﹤0.01% | 774 |
|
2021
Q2 | $21K | Sell |
1,223
-1,174
| -49% | -$20.2K | ﹤0.01% | 748 |
|
2021
Q1 | $50K | Hold |
2,397
| – | – | 0.01% | 438 |
|
2020
Q4 | $55K | Buy |
+2,397
| New | +$55K | 0.01% | 398 |
|