WealthPLAN Partners’s PAVmed PAVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,156
| Closed | -$9.53K | – | 337 |
|
|
2023
Q3 | $9.53K | Buy |
2,156
+334
| +18% | +$1.48K | ﹤0.01% | 315 |
|
|
2023
Q2 | $11.1K | Sell |
1,822
-334
| -15% | -$2.04K | ﹤0.01% | 779 |
|
|
2023
Q1 | $12.1K | Hold |
2,156
| – | – | ﹤0.01% | 820 |
|
|
2022
Q4 | $13.3K | Buy |
+2,156
| New | +$13.3K | ﹤0.01% | 392 |
|
|
2022
Q1 | $36K | Buy |
1,907
+82
| +4% | +$1.55K | ﹤0.01% | 378 |
|
|
2021
Q4 | $47K | Buy |
1,825
+12
| +0.7% | +$309 | ﹤0.01% | 376 |
|
|
2021
Q3 | $94K | Sell |
1,813
-1,034
| -36% | -$53.6K | 0.01% | 367 |
|
|
2021
Q2 | $297K | Hold |
2,847
| – | – | 0.02% | 291 |
|
|
2021
Q1 | $190K | Buy |
2,847
+514
| +22% | +$34.3K | 0.01% | 321 |
|
|
2020
Q4 | $77K | Hold |
2,333
| – | – | 0.01% | 326 |
|
|
2020
Q3 | $63K | Hold |
2,333
| – | – | 0.01% | 307 |
|
|
2020
Q2 | $76K | Hold |
2,333
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $79K | Buy |
+2,333
| New | +$79K | 0.01% | 244 |
|