Winslow Evans & Crocker’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $33.8K | Hold |
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|
2017
Q1 | $31.2K | Sell |
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|
2016
Q4 | $52.7K | Sell |
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|
2016
Q3 | $69.9K | Sell |
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|
2016
Q2 | $68.2K | Hold |
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|
2016
Q1 | $68.4K | Hold |
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|
2015
Q4 | $74.2K | Hold |
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|
2015
Q3 | $70.6K | Hold |
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|
2015
Q2 | $85.7K | Sell |
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|
2015
Q1 | $95.8K | Hold |
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|
2014
Q4 | $89.6K | Hold |
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|
2014
Q3 | $90.2K | Buy |
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|
2014
Q2 | $48.7K | Buy |
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|
2014
Q1 | – | Hold |
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