Wealth Management Partners’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,000
| Closed | -$353K | – | 108 |
|
2022
Q1 | $353K | Hold |
1,000
| – | – | 0.25% | 74 |
|
2021
Q4 | $555K | Buy |
1,000
+90
| +10% | +$50K | 0.38% | 58 |
|
2021
Q3 | $555K | Sell |
910
-18
| -2% | -$11K | 0.41% | 54 |
|
2021
Q2 | $490K | Buy |
928
+15
| +2% | +$7.92K | 0.34% | 66 |
|
2021
Q1 | $499K | Buy |
913
+110
| +14% | +$60.1K | 0.37% | 59 |
|
2020
Q4 | $451K | Buy |
+803
| New | +$451K | 0.35% | 61 |
|