Western Wealth Management’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,738
| Closed | -$234K | – | 829 |
|
|
2022
Q2 | $234K | Sell |
7,738
-800
| -9% | -$24.2K | 0.01% | 686 |
|
|
2022
Q1 | $376K | Buy |
8,538
+3,969
| +87% | +$175K | 0.02% | 609 |
|
|
2021
Q4 | $269K | Buy |
+4,569
| New | +$269K | 0.03% | 508 |
|
|
2021
Q2 | $302K | Buy |
4,569
+771
| +20% | +$51K | 0.03% | 492 |
|
|
2021
Q1 | $236K | Buy |
3,798
+665
| +21% | +$41.3K | 0.03% | 465 |
|
|
2020
Q4 | $202K | Buy |
+3,133
| New | +$202K | 0.03% | 448 |
|