YHB Investment Advisors’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,700
| Closed | -$339K | – | 286 |
|
|
2022
Q1 | $339K | Sell |
7,700
-4,073
| -35% | -$179K | 0.03% | 223 |
|
|
2021
Q4 | $681K | Buy |
11,773
+105
| +0.9% | +$6.07K | 0.05% | 188 |
|
|
2021
Q3 | $750K | Buy |
11,668
+930
| +9% | +$59.8K | 0.06% | 177 |
|
|
2021
Q2 | $711K | Buy |
10,738
+3,375
| +46% | +$223K | 0.06% | 184 |
|
|
2021
Q1 | $477K | Buy |
+7,363
| New | +$477K | 0.04% | 203 |
|