Twin Peaks Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
+5,347
| New | +$271K | 0.09% | 132 |
|
|
2025
Q1 | – | Sell |
-6,320
| Closed | -$275K | – | 146 |
|
|
2024
Q4 | $275K | Buy |
6,320
+673
| +12% | +$29.3K | 0.12% | 114 |
|
|
2024
Q3 | $242K | Hold |
5,647
| – | – | 0.11% | 112 |
|
|
2024
Q2 | $228K | Hold |
5,647
| – | – | 0.11% | 116 |
|
|
2024
Q1 | $234K | Hold |
5,647
| – | – | 0.13% | 115 |
|
|
2023
Q4 | $213K | Buy |
+5,647
| New | +$213K | 0.14% | 113 |
|