WR Wealth Planners’s PDS Biotechnology PDSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.26K | Hold |
2,000
| – | – | ﹤0.01% | 773 |
|
|
2024
Q3 | $7.64K | Hold |
2,000
| – | – | ﹤0.01% | 671 |
|
|
2024
Q2 | $5.86K | Hold |
2,000
| – | – | ﹤0.01% | 694 |
|
|
2024
Q1 | $7.92K | Buy |
+2,000
| New | +$7.92K | ﹤0.01% | 640 |
|
|
2023
Q4 | – | Sell |
-2,000
| Closed | -$10.1K | – | 655 |
|
|
2023
Q3 | $10.1K | Hold |
2,000
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $10.1K | Hold |
2,000
| – | – | ﹤0.01% | 575 |
|
|
2023
Q1 | $12.3K | Buy |
+2,000
| New | +$12.3K | 0.01% | 505 |
|