YWP
YorkBridge Wealth Partners’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $305K | Sell |
2,377
-485
| -17% | -$62.3K | 0.08% | 188 |
|
|
2022
Q3 | $356K | Buy |
2,862
+6
| +0.2% | +$746 | 0.09% | 161 |
|
|
2022
Q2 | $323K | Buy |
2,856
+95
| +3% | +$10.7K | 0.08% | 179 |
|
|
2022
Q1 | $362K | Buy |
2,761
+1,240
| +82% | +$163K | 0.08% | 197 |
|
|
2021
Q4 | $217K | Sell |
1,521
-765
| -33% | -$109K | 0.05% | 270 |
|
|
2021
Q3 | $369K | Buy |
+2,286
| New | +$369K | 0.09% | 181 |
|
|
2018
Q3 | – | Sell |
-36
| Closed | -$3K | – | 838 |
|
|
2018
Q2 | $3K | Buy |
36
+11
| +44% | +$917 | ﹤0.01% | 751 |
|
|
2018
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 794 |
|