Welch Capital Partners’s The ONE Group STKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,000
| Closed | -$126K | – | 30 |
|
|
2022
Q4 | $126K | Hold |
20,000
| – | – | 0.04% | 30 |
|
|
2022
Q3 | $133K | Hold |
20,000
| – | – | 0.04% | 29 |
|
|
2022
Q2 | $147K | Hold |
20,000
| – | – | 0.05% | 33 |
|
|
2022
Q1 | $210K | Hold |
20,000
| – | – | 0.05% | 34 |
|
|
2021
Q4 | $252K | Buy |
+20,000
| New | +$252K | 0.06% | 36 |
|