WealthPLAN Partners’s Acushnet Holdings GOLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-275
| Closed | -$14K | – | 1317 |
|
|
2023
Q1 | $14K | Sell |
275
-15,284
| -98% | -$779K | ﹤0.01% | 784 |
|
|
2022
Q4 | $774K | Buy |
+15,559
| New | +$774K | 0.05% | 201 |
|
|
2022
Q1 | $625K | Sell |
15,350
-556
| -3% | -$22.6K | 0.04% | 225 |
|
|
2021
Q4 | $743K | Sell |
15,906
-104
| -0.6% | -$4.86K | 0.05% | 208 |
|
|
2021
Q3 | $897K | Buy |
16,010
+47
| +0.3% | +$2.63K | 0.06% | 178 |
|
|
2021
Q2 | $852K | Buy |
15,963
+50
| +0.3% | +$2.67K | 0.06% | 169 |
|
|
2021
Q1 | $679K | Buy |
15,913
+56
| +0.4% | +$2.39K | 0.05% | 190 |
|
|
2020
Q4 | $716K | Buy |
15,857
+54
| +0.3% | +$2.44K | 0.06% | 167 |
|
|
2020
Q3 | $578K | Buy |
15,803
+19
| +0.1% | +$695 | 0.06% | 181 |
|
|
2020
Q2 | $560K | Sell |
15,784
-137
| -0.9% | -$4.86K | 0.06% | 172 |
|
|
2020
Q1 | $432K | Sell |
15,921
-1,778
| -10% | -$48.2K | 0.06% | 166 |
|
|
2019
Q4 | $549K | Sell |
17,699
-99,226
| -85% | -$3.08M | 0.06% | 156 |
|
|
2019
Q3 | $3.56M | Buy |
116,925
+961
| +0.8% | +$29.3K | 0.49% | 61 |
|
|
2019
Q2 | $3.01M | Sell |
115,964
-2,260
| -2% | -$58.7K | 0.45% | 65 |
|
|
2019
Q1 | $2.9M | Buy |
118,224
+1,598
| +1% | +$39.1K | 0.45% | 66 |
|
|
2018
Q4 | $2.76M | Sell |
116,626
-9,207
| -7% | -$218K | 0.44% | 70 |
|
|
2018
Q3 | $2.94M | Sell |
125,833
-1,614
| -1% | -$37.7K | 0.54% | 54 |
|
|
2018
Q2 | $3.12M | Sell |
127,447
-25,148
| -16% | -$615K | 0.64% | 46 |
|
|
2018
Q1 | $3.52M | Buy |
152,595
+3,613
| +2% | +$83.4K | 0.77% | 34 |
|
|
2017
Q4 | $3.14M | Buy |
148,982
+10,135
| +7% | +$214K | 0.84% | 31 |
|
|
2017
Q3 | $2.47M | Buy |
138,847
+22,168
| +19% | +$394K | 0.69% | 37 |
|
|
2017
Q2 | $2.32M | Buy |
+116,679
| New | +$2.32M | 0.66% | 41 |
|