Wealthstreet Investment Advisors’s Ferrari RACE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,217
| Closed | -$1.3M | – | 269 |
|
|
2021
Q1 | $1.3M | Hold |
6,217
| – | – | 0.13% | 147 |
|
|
2020
Q4 | $1.43M | Hold |
6,217
| – | – | 0.14% | 141 |
|
|
2020
Q3 | $1.14M | Hold |
6,217
| – | – | 0.13% | 142 |
|
|
2020
Q2 | $1.06M | Hold |
6,217
| – | – | 0.13% | 138 |
|
|
2020
Q1 | $949K | Sell |
6,217
-50
| -0.8% | -$7.63K | 0.14% | 134 |
|
|
2019
Q4 | $1.04M | Hold |
6,267
| – | – | 0.12% | 149 |
|
|
2019
Q3 | $989K | Hold |
6,267
| – | – | 0.13% | 142 |
|
|
2019
Q2 | $1.02M | Hold |
6,267
| – | – | 0.13% | 147 |
|
|
2019
Q1 | $839K | Sell |
6,267
-3
| -0% | -$402 | 0.11% | 157 |
|
|
2018
Q4 | $686K | Hold |
6,270
| – | – | 0.1% | 180 |
|
|
2018
Q3 | $858K | Sell |
6,270
-200
| -3% | -$27.4K | 0.11% | 175 |
|
|
2018
Q2 | $874K | Hold |
6,470
| – | – | 0.12% | 166 |
|
|
2018
Q1 | $780K | Hold |
6,470
| – | – | 0.1% | 181 |
|
|
2017
Q4 | $678K | Buy |
+6,470
| New | +$678K | 0.08% | 195 |
|