WWP
Waypoint Wealth Partners’s Spotify SPOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,400
| Closed | -$633K | – | 71 |
|
2024
Q1 | $633K | Hold |
2,400
| – | – | 0.18% | 34 |
|
2023
Q4 | $451K | Hold |
2,400
| – | – | 0.14% | 47 |
|
2023
Q3 | $371K | Hold |
2,400
| – | – | 0.13% | 52 |
|
2023
Q2 | $385K | Hold |
2,400
| – | – | 0.13% | 46 |
|
2023
Q1 | $321K | Buy |
+2,400
| New | +$321K | 0.11% | 49 |
|
2022
Q4 | – | Sell |
-2,400
| Closed | -$207K | – | 70 |
|
2022
Q3 | $207K | Hold |
2,400
| – | – | 0.09% | 56 |
|
2022
Q2 | $225K | Buy |
+2,400
| New | +$225K | 0.09% | 56 |
|