Wealthspire Advisors (New York)’s SOBR Safe SOBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13
| Closed | -$863 | – | 835 |
|
|
2024
Q3 | $863 | Hold |
13
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $2.18K | Hold |
13
| – | – | ﹤0.01% | 663 |
|
|
2024
Q1 | $6.08K | Hold |
13
| – | – | ﹤0.01% | 641 |
|
|
2023
Q4 | $6.68K | Hold |
13
| – | – | ﹤0.01% | 644 |
|
|
2023
Q3 | $16.3K | Hold |
13
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $25.2K | Hold |
13
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $32.9K | Buy |
+13
| New | +$32.9K | ﹤0.01% | 525 |
|