WR Wealth Planners’s Bio-Rad Laboratories Class A BIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-837
| Closed | -$270K | – | 1175 |
|
|
2023
Q4 | $270K | Buy |
837
+103
| +14% | +$33.3K | 0.1% | 149 |
|
|
2023
Q3 | $263K | Buy |
734
+34
| +5% | +$12.2K | 0.1% | 145 |
|
|
2023
Q2 | $265K | Buy |
700
+25
| +4% | +$9.48K | 0.1% | 142 |
|
|
2023
Q1 | $323K | Buy |
675
+18
| +3% | +$8.62K | 0.14% | 117 |
|
|
2022
Q4 | $276K | Buy |
657
+11
| +2% | +$4.63K | 0.17% | 91 |
|
|
2022
Q3 | $269K | Buy |
646
+41
| +7% | +$17.1K | 0.19% | 84 |
|
|
2022
Q2 | $299K | Buy |
605
+7
| +1% | +$3.47K | 0.2% | 83 |
|
|
2022
Q1 | $337K | Buy |
+598
| New | +$337K | 0.2% | 86 |
|