WP
WealthSource Partners’s Ingles Markets IMKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,781
| Closed | -$289K | – | 441 |
|
|
2020
Q4 | $289K | Sell |
6,781
-800
| -11% | -$34.1K | 0.03% | 295 |
|
|
2020
Q3 | $288K | Sell |
7,581
-485
| -6% | -$18.4K | 0.04% | 269 |
|
|
2020
Q2 | $347K | Sell |
8,066
-100
| -1% | -$4.3K | 0.05% | 222 |
|
|
2020
Q1 | $295K | Sell |
8,166
-664
| -8% | -$24K | 0.05% | 236 |
|
|
2019
Q4 | $420K | Sell |
8,830
-493
| -5% | -$23.5K | 0.06% | 257 |
|
|
2019
Q3 | $362K | Buy |
9,323
+15
| +0.2% | +$582 | 0.05% | 295 |
|
|
2019
Q2 | $290K | Sell |
9,308
-400
| -4% | -$12.5K | 0.05% | 338 |
|
|
2019
Q1 | $268K | Buy |
9,708
+2,147
| +28% | +$59.3K | 0.06% | 271 |
|
|
2018
Q4 | $206K | Buy |
+7,561
| New | +$206K | 0.06% | 280 |
|