WR Wealth Planners’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.5K | Hold |
1,800
| – | – | ﹤0.01% | 535 |
|
|
2024
Q3 | $13.6K | Hold |
1,800
| – | – | ﹤0.01% | 579 |
|
|
2024
Q2 | $11.1K | Hold |
1,800
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $9.92K | Buy |
+1,800
| New | +$9.92K | ﹤0.01% | 602 |
|
|
2023
Q4 | – | Sell |
-3,300
| Closed | -$16K | – | 399 |
|
|
2023
Q3 | $16K | Hold |
3,300
| – | – | 0.01% | 462 |
|
|
2023
Q2 | $18K | Hold |
3,300
| – | – | 0.01% | 451 |
|
|
2023
Q1 | $19.3K | Buy |
+3,300
| New | +$19.3K | 0.01% | 438 |
|