Williams & Novak’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
26,600
-11,625
| -30% | -$55.8K | 0.11% | 109 |
|
|
2025
Q1 | $150K | Sell |
38,225
-5,550
| -13% | -$21.8K | 0.15% | 97 |
|
|
2024
Q4 | $146K | Buy |
43,775
+4,080
| +10% | +$13.6K | 0.14% | 111 |
|
|
2024
Q3 | $131K | Sell |
39,695
-3,885
| -9% | -$12.8K | 0.12% | 113 |
|
|
2024
Q2 | $128K | Buy |
+43,580
| New | +$128K | 0.12% | 112 |
|