VWM
Valley Wealth Managers’s Bio-Techne TECH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,749
| Closed | -$289K | – | 351 |
|
2023
Q4 | $289K | Buy |
3,749
+688
| +22% | +$53.1K | 0.02% | 168 |
|
2023
Q3 | $208K | Buy |
3,061
+224
| +8% | +$15.2K | 0.02% | 183 |
|
2023
Q2 | $232K | Sell |
2,837
-11
| -0.4% | -$898 | 0.02% | 155 |
|
2023
Q1 | $211K | Buy |
2,848
+292
| +11% | +$21.7K | 0.02% | 165 |
|
2022
Q4 | $212K | Buy |
2,556
+2,015
| +372% | +$167K | 0.02% | 161 |
|
2022
Q3 | $154K | Hold |
541
| – | – | 0.02% | 183 |
|
2022
Q2 | $188K | Sell |
541
-193
| -26% | -$67.1K | 0.02% | 189 |
|
2022
Q1 | $318K | Buy |
734
+75
| +11% | +$32.5K | 0.03% | 153 |
|
2021
Q4 | $341K | Buy |
659
+78
| +13% | +$40.4K | 0.03% | 157 |
|
2021
Q3 | $282K | Buy |
581
+38
| +7% | +$18.4K | 0.02% | 157 |
|
2021
Q2 | $244K | Buy |
+543
| New | +$244K | 0.02% | 174 |
|