WE
Wealth Effects’s Beyond Air XAIR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $47.9K | Buy |
278,100
+83,000
| +43% | +$14.3K | 0.02% | 204 |
|
2025
Q1 | $53.2K | Sell |
195,100
-1,700
| -0.9% | -$463 | 0.02% | 198 |
|
2024
Q4 | $70.6K | Sell |
196,800
-33,000
| -14% | -$11.8K | 0.03% | 208 |
|
2024
Q3 | $89.2K | Sell |
229,800
-26,500
| -10% | -$10.3K | 0.03% | 212 |
|
2024
Q2 | $138K | Sell |
256,300
-152,700
| -37% | -$82K | 0.05% | 196 |
|
2024
Q1 | $712K | Sell |
409,000
-35,000
| -8% | -$60.9K | 0.26% | 80 |
|
2023
Q4 | $870K | Buy |
444,000
+96,150
| +28% | +$188K | 0.33% | 70 |
|
2023
Q3 | $804K | Buy |
347,850
+24,800
| +8% | +$57.3K | 0.4% | 58 |
|
2023
Q2 | $1.38M | Sell |
323,050
-7,000
| -2% | -$29.8K | 0.61% | 35 |
|
2023
Q1 | $2.23M | Buy |
330,050
+4,100
| +1% | +$27.7K | 1.14% | 14 |
|
2022
Q4 | $2.12M | Buy |
325,950
+1,041
| +0.3% | +$6.76K | 1.21% | 16 |
|
2022
Q3 | $2.42M | Sell |
324,909
-3,000
| -0.9% | -$22.3K | 1.48% | 13 |
|
2022
Q2 | $2.19M | Buy |
327,909
+33,500
| +11% | +$224K | 1.32% | 15 |
|
2022
Q1 | $1.97M | Buy |
294,409
+46,300
| +19% | +$309K | 0.92% | 23 |
|
2021
Q4 | $2.34M | Buy |
+248,109
| New | +$2.34M | 0.97% | 18 |
|