Waldron Private Wealth’s Ginkgo Bioworks DNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-411
Closed -$19.1K 425
2024
Q1
$19.1K Buy
+411
New +$19.1K ﹤0.01% 430
2023
Q4
Sell
-286
Closed -$20.7K 422
2023
Q3
$20.7K Buy
286
+12
+4% +$868 ﹤0.01% 372
2023
Q2
$20.4K Buy
+274
New +$20.4K ﹤0.01% 373