WP
WealthSource Partners’s MP Materials MP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $752K | Sell |
37,859
-3,793
| -9% | -$75.3K | 0.05% | 240 |
|
2023
Q3 | $796K | Buy |
41,652
+15,447
| +59% | +$295K | 0.05% | 221 |
|
2023
Q2 | $600K | Buy |
26,205
+341
| +1% | +$7.8K | 0.04% | 279 |
|
2023
Q1 | $729K | Sell |
25,864
-2,260
| -8% | -$63.7K | 0.05% | 234 |
|
2022
Q4 | $683K | Sell |
28,124
-7,849
| -22% | -$191K | 0.05% | 249 |
|
2022
Q3 | $982K | Sell |
35,973
-687
| -2% | -$18.8K | 0.07% | 194 |
|
2022
Q2 | $1.18M | Sell |
36,660
-3,980
| -10% | -$128K | 0.09% | 171 |
|
2022
Q1 | $2.33M | Sell |
40,640
-7,535
| -16% | -$432K | 0.16% | 110 |
|
2021
Q4 | $2.19M | Buy |
48,175
+13,654
| +40% | +$620K | 0.17% | 94 |
|
2021
Q3 | $1.11M | Buy |
+34,521
| New | +$1.11M | 0.1% | 161 |
|