WealthCollab’s TOP Financial Group TOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-384
| Closed | -$588 | – | 963 |
|
|
2024
Q4 | $588 | Sell |
384
-468
| -55% | -$717 | ﹤0.01% | 845 |
|
|
2024
Q3 | $1.65K | Hold |
852
| – | – | ﹤0.01% | 793 |
|
|
2024
Q2 | $2.22K | Buy |
+852
| New | +$2.22K | ﹤0.01% | 738 |
|
|
2024
Q1 | – | Sell |
-327
| Closed | -$1.24K | – | 944 |
|
|
2023
Q4 | $1.24K | Buy |
+327
| New | +$1.24K | ﹤0.01% | 799 |
|