WealthPLAN Partners’s Ball Corp BALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,741
| Closed | -$675K | – | 309 |
|
|
2023
Q4 | $675K | Sell |
11,741
-2,787
| -19% | -$160K | 0.07% | 184 |
|
|
2023
Q3 | $723K | Sell |
14,528
-500
| -3% | -$24.9K | 0.08% | 167 |
|
|
2023
Q2 | $875K | Sell |
15,028
-200
| -1% | -$11.6K | 0.12% | 146 |
|
|
2023
Q1 | $839K | Buy |
15,228
+3,139
| +26% | +$173K | 0.1% | 159 |
|
|
2022
Q4 | $688K | Buy |
+12,089
| New | +$688K | 0.05% | 213 |
|
|
2022
Q1 | $691K | Sell |
8,509
-300
| -3% | -$24.4K | 0.05% | 211 |
|
|
2021
Q4 | $855K | Buy |
+8,809
| New | +$855K | 0.06% | 189 |
|
|
2020
Q4 | – | Sell |
-2,351
| Closed | -$221K | – | 332 |
|
|
2020
Q3 | $221K | Buy |
+2,351
| New | +$221K | 0.02% | 286 |
|
|
2016
Q3 | $15.9K | Hold |
400
| – | – | 0.01% | 524 |
|
|
2016
Q2 | $14.5K | Buy |
+400
| New | +$14.5K | ﹤0.01% | 1577 |
|
|
2015
Q4 | $14.5K | Buy |
+400
| New | +$14.5K | ﹤0.01% | 1029 |
|