Wealth Effects’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,250
| Closed | -$404K | – | 211 |
|
|
2024
Q4 | $404K | Sell |
9,250
-1,300
| -12% | -$56.8K | 0.14% | 126 |
|
|
2024
Q3 | $508K | Hold |
10,550
| – | – | 0.18% | 105 |
|
|
2024
Q2 | $356K | Buy |
10,550
+2,900
| +38% | +$97.7K | 0.13% | 131 |
|
|
2024
Q1 | $289K | Buy |
+7,650
| New | +$289K | 0.11% | 155 |
|