Vahanian & Associates Financial Planning’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,928
| Closed | -$215K | – | 65 |
|
2023
Q1 | $215K | Sell |
1,928
-135
| -7% | -$15K | 0.6% | 61 |
|
2022
Q4 | $247K | Sell |
2,063
-690
| -25% | -$82.6K | 0.81% | 44 |
|
2022
Q3 | $276K | Buy |
+2,753
| New | +$276K | 0.95% | 35 |
|
2022
Q2 | – | Sell |
-3,013
| Closed | -$374K | – | 47 |
|
2022
Q1 | $374K | Sell |
3,013
-1,825
| -38% | -$227K | 0.86% | 31 |
|
2021
Q4 | $1.06M | Buy |
+4,838
| New | +$1.06M | 0.85% | 27 |
|