Williams Jones Wealth Management’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-489,291
| Closed | -$3.83M | – | 599 |
|
|
2022
Q1 | $3.83M | Buy |
489,291
+86,978
| +22% | +$680K | 0.05% | 155 |
|
|
2021
Q4 | $2.41M | Sell |
402,313
-127,881
| -24% | -$765K | 0.03% | 186 |
|
|
2021
Q3 | $7.69M | Sell |
530,194
-56,564
| -10% | -$820K | 0.11% | 113 |
|
|
2021
Q2 | $10.5M | Buy |
586,758
+2,285
| +0.4% | +$40.8K | 0.15% | 96 |
|
|
2021
Q1 | $10.7M | Buy |
584,473
+486,476
| +496% | +$8.93M | 0.17% | 90 |
|
|
2020
Q4 | $1.25M | Buy |
+97,997
| New | +$1.25M | 0.02% | 211 |
|