Winthrop Advisory Group’s Netcapital NCPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,303
| Closed | -$9.95K | – | 156 |
|
|
2024
Q2 | $9.95K | Hold |
1,303
| – | – | ﹤0.01% | 142 |
|
|
2024
Q1 | $11.4K | Hold |
1,303
| – | – | ﹤0.01% | 139 |
|
|
2023
Q4 | $19.4K | Hold |
1,303
| – | – | ﹤0.01% | 137 |
|
|
2023
Q3 | $37.4K | Hold |
1,303
| – | – | 0.01% | 124 |
|
|
2023
Q2 | $101K | Buy |
1,303
+635
| +95% | +$49.2K | 0.02% | 131 |
|
|
2023
Q1 | $46.5K | Hold |
668
| – | – | 0.01% | 126 |
|
|
2022
Q4 | $70.1K | Hold |
668
| – | – | 0.01% | 120 |
|
|
2022
Q3 | $87K | Buy |
+668
| New | +$87K | 0.02% | 113 |
|