Model Portfolio
Note: To read the full trade alerts, please click on the links in the dates for the open or close date for each position below.
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Secret Portfolio Legacy
Positions: 350
Last Update: February 6, 2023
Select Portfolio
| Symbol | Exchange | Currency | Open | Current | Total Return | Action to Take |
|---|---|---|---|---|---|---|
|
AFRM
Affirm Holdings
|
NASDAQ | Refer to Buyzone | $75.91 01/13/2022 | $17.46 | -77% | Hold |
|
SEV
Sono Group
|
NASDAQ | Contact Your Broker | $15.00 11/17/2021 | $0.96 | -93.6% | Hold |
|
NU
Nu Holdings
|
NYSE US Comp | Contact Your Broker | $9.00 12/09/2021 | $4.85 | -46.11% | Hold |
|
BIRD
Allbirds
|
NASDAQ | Contact Your Broker | $15.00 11/03/2021 | $2.92 | -80.54% | Hold |
|
GTLB
GitLab
|
NASDAQ | Refer to Buyzone | $99.27 10/15/2021 | $52.08 | -47.54% | Hold |
|
S
SentinelOne Inc
|
NYSE US Comp | Refer to Buyzone | $61.11 10/14/2021 | $15.54 | -74.58% | Hold |
|
MQ
Marqeta
|
NASDAQ | Refer to Buyzone | $23.35 10/14/2021 | $6.66 | -71.5% | Hold |
|
ARRY
Array Technologies Inc.
|
NASDAQ | Refer to Buyzone | $19.81 10/19/2021 | $19.89 | 0.4% | Hold |
|
ARBK
Argo Blockchain ADR
|
NASDAQ | Refer to Buyzone | $16.59 09/27/2021 | $2.08 | -87.46% | Hold |
|
AGFY
Agrify
|
NASDAQ | Refer to Buyzone | $231.50 09/08/2021 | $0.49 | -99.79% | Hold |
|
MYTE
MYT Netherlands Parent BV
|
NYSE US Comp | Refer to Buyzone | $14.70 02/15/2022 | $11.19 | -23.88% | Hold |
|
WISH
Contextlogic
|
NASDAQ | Refer to Buyzone | $13.16 06/22/2021 | $0.75 | -94.28% | Hold |
|
SGFY
Signify Health Inc
|
NYSE US Comp | Refer to Buyzone | $33.97 02/12/2021 | $28.52 | -16.06% | Hold |
|
MASS
908 Devices
|
NASDAQ | Refer to Buyzone | $35.70 11/04/2021 | $10.22 | -71.38% | Hold |
|
FUBO
FuboTV
|
NYSE US Comp | Refer to Buyzone | $22.46 04/07/2021 | $2.97 | -86.78% | Hold |
|
TDUP
Thredup
|
NASDAQ | Refer to Buyzone | $19.20 04/22/2021 | $2.13 | -88.92% | Hold |
|
BLND
Blend Labs Inc
|
NYSE US Comp | Refer to Buyzone | $14.42 10/29/2021 | $2.07 | -85.64% | Hold |
|
MSGM
Motorsport Games
|
NASDAQ | Refer to Buyzone | $36.29 01/25/2021 | $15.80 | -56.46% | Hold |
|
AI
C3.ai Inc
|
NYSE US Comp | Refer to Buyzone | $123.53 12/11/2020 | $29.38 | -76.22% | Hold |
|
AI
C3.ai Inc
|
NYSE US Comp | Contact Your Broker | $42.00 12/09/2020 | $29.38 | -30.05% | Hold |
|
FIGS
FIGS Inc.
|
NYSE US Comp | Refer to Buyzone | $38.68 08/27/2021 | $9.15 | -76.36% | Hold |
|
SUMO
Sumo Logic
|
NASDAQ | Refer to Buyzone | $19.89 04/13/2021 | $12.26 | -38.36% | Hold |
|
BLI
Berkeley Lights
|
NASDAQ | Refer to Buyzone | $35.33 08/26/2021 | $2.43 | -93.12% | Hold |
|
MSGM
Motorsport Games
|
NASDAQ | Contact Your Broker | $20.00 01/13/2021 | $15.80 | -21% | Hold |
|
TOST
Toast Inc
|
NYSE US Comp | Refer to Buyzone | $61.70 09/22/2021 | $23.45 | -62% | Hold |
|
SHLS
Shoals Technologies Group
|
NASDAQ | Refer to Buyzone | $32.12 08/31/2021 | $26.04 | -18.93% | Hold |
|
OLO
Olo Inc.
|
NYSE US Comp | Refer to Buyzone | $32.73 05/26/2021 | $8.65 | -73.57% | Hold |
|
LHDX
Lucira Health
|
NASDAQ | Refer to Buyzone | $9.27 04/13/2021 | $0.34 | -96.32% | Hold |
|
AUR
Aurora Innovation Inc.
|
NASDAQ | USD | $9.86 08/26/2021 | $1.98 | -79.97% | Hold |
|
RGTI
Rigetti Computing Inc.
|
NASDAQ | USD | $3.67 06/30/2022 | $1.18 | -67.85% | Hold |
|
JOBY
Joby Aviation Inc.
|
NYSE US Comp | USD | $10.09 06/25/2021 | $4.62 | -54.2% | Hold |
|
LILM
Lilium N.V.
|
NASDAQ | USD | $10.17 09/30/2021 | $1.32 | -87.02% | Hold |
|
WULF
TeraWulf Inc.
|
NASDAQ | Refer to Buyzone | $11.04 01/27/2022 | $0.66 | -94% | Hold |
|
CIFR
Cipher Mining Inc.
|
NASDAQ | USD | $12.15 03/11/2021 | $1.87 | -84.61% | Hold |
|
ABCL
AbCellera Biologics
|
NASDAQ | Refer to Buyzone | $39.00 01/05/2021 | $11.15 | -71.41% | Hold |
|
AMWL
Amwell Corp.
|
NYSE US Comp | Refer to Buyzone | $28.60 09/30/2020 | $3.96 | -86.15% | Hold |
|
INDI
indie Semiconductor Inc.
|
NASDAQ | USD | $6.90 04/29/2022 | $8.19 | 18.66% | Hold |
|
AMWL
Amwell Corp.
|
NYSE US Comp | Contact Your Broker | $18.00 09/17/2020 | $3.96 | -78% | Hold |
|
RELY
Remitly Global
|
NASDAQ | Refer to Buyzone | $51.44 09/23/2021 | $12.98 | -74.77% | Hold |
|
BFLY
Butterfly Network Inc.
|
NYSE US Comp | USD | $16.30 12/03/2020 | $2.99 | -81.66% | Hold |
|
ASTR
Astra Space Inc.
|
NASDAQ | USD | $18.61 02/04/2021 | $0.70 | -96.23% | Hold |
|
OPEN
Opendoor Technologies Inc.
|
NASDAQ | USD | $17.61 11/04/2020 | $2.47 | -85.99% | Hold |
|
DM
Desktop Metal Inc.
|
NYSE US Comp | USD | $11.94 09/02/2020 | $2.12 | -82.29% | Hold |
|
DKNG
DraftKings Inc.
|
NASDAQ | USD | $10.77 01/06/2020 | $16.79 | 55.9% | Hold |
|
BLDE
Blade Air Mobility Inc.
|
NASDAQ | USD | $12.06 01/08/2021 | $4.75 | -60.61% | Hold |
|
LAC
Lithium Americas Corp.
|
NYSE US Comp | USD | $9.90 11/11/2020 | $24.44 | 146.87% | Hold |
|
RKLB
Rocket Lab USA
|
NASDAQ | USD | $10.35 07/29/2021 | $5.17 | -50.03% | Hold |
|
IREN
Iris Energy
|
NASDAQ | Contact Your Broker | $28.00 11/17/2021 | $2.26 | -91.93% | Hold |
|
BGRY
Berkshire Grey Inc.
|
NASDAQ | USD | $5.33 12/30/2021 | $1.28 | -76.08% | Hold |
|
MAPS
WM Technology Inc.
|
NASDAQ | USD | $21.55 01/20/2021 | $1.41 | -93.46% | Hold |
|
AFIB
Acutus Medical
|
NASDAQ | Refer to Buyzone | $15.26 05/19/2021 | $1.90 | -87.55% | Hold |
|
BITF
Bitfarms Ltd.
|
NASDAQ | USD | $5.15 05/17/2021 | $1.05 | -79.61% | Hold |
|
GDRX
GoodRx Holdings
|
NASDAQ | Refer to Buyzone | $50.15 10/21/2020 | $5.59 | -88.85% | Hold |
|
GDRX
GoodRx Holdings
|
NASDAQ | Contact Your Broker | $33.00 09/23/2020 | $5.59 | -83.06% | Hold |
|
SHPW
Shapeways Holdings Inc.
|
NYSE US Comp | Buy | $4.07 12/02/2021 | $0.71 | -82.61% | Hold |
|
SYM
SVF Investment Corp. 3
|
NASDAQ | Special Report | $9.89 03/24/2022 | $15.02 | 51.87% | Hold |
|
SKYT
SkyWater Technology Inc.
|
NASDAQ | Refer to Buyzone | $15.97 12/23/2021 | $11.29 | -29.3% | Hold |
|
BDSX
Biodesix
|
NASDAQ | Refer to Buyzone | $16.46 11/17/2020 | $2.06 | -87.48% | Hold |
|
BDSX
Biodesix
|
NASDAQ | Contact Your Broker | $18.00 10/28/2020 | $2.06 | -88.56% | Hold |
|
VLDR
Velodyne Lidar Inc.
|
NASDAQ | USD | $16.65 07/07/2020 | $1.47 | -91.17% | Hold |
|
BLZE
Backblaze
|
NASDAQ | Contact Your Broker | $16.00 11/11/2021 | $7.00 | -56.25% | Hold |
|
TASK
TaskUs
|
NASDAQ | Refer to Buyzone | $60.27 10/08/2021 | $18.80 | -68.81% | Hold |
|
PUBM
PubMatic Inc.
|
NASDAQ | Refer to Buyzone | $34.00 08/11/2021 | $16.29 | -52.1% | Hold |
|
NRGV
Energy Vault Holdings Inc.
|
NYSE US Comp | USD | $13.79 02/24/2022 | $4.33 | -68.6% | Hold |
|
VRAR
The Glimpse Group
|
NASDAQ | Refer to Buyzone | $10.25 02/07/2022 | $5.06 | -50.63% | Hold |
|
HYFM
Hydrofarm Holdings
|
NASDAQ | Refer to Buyzone | $51.92 03/08/2021 | $2.16 | -95.85% | Hold |
|
ROOT
Root Inc.
|
NASDAQ | Contact Your Broker | $27.00 10/28/2020 | $7.13 | -73.59% | Hold |
|
ROOT
Root Inc.
|
NASDAQ | Refer to Buyzone | $14.21 12/10/2020 | $7.13 | -49.82% | Hold |
|
TBIO
Codex DNA
|
NASDAQ | Refer to Buyzone | $9.95 03/18/2022 | $2.01 | -79.78% | Hold |
|
VITL
Vital Farms
|
NASDAQ | Refer to Buyzone | $35.80 07/31/2020 | $16.81 | -53.06% | Hold |
|
VITL
Vital Farms
|
NASDAQ | Contact Your Broker | $22.00 07/31/2020 | $16.81 | -23.61% | Hold |
|
EXFY
Expensify
|
NASDAQ | Refer to Buyzone | $20.76 03/01/2022 | $10.38 | -49.99% | Hold |
|
RVYL
Ryvyl Inc.
|
NASDAQ | Refer to Buyzone | $17.58 04/12/2021 | $0.59 | -96.64% | Hold |
|
SDIG
Stronghold Digital Mining
|
NASDAQ | Contact Your Broker | $19.00 10/20/2021 | $0.58 | -96.93% | Hold |
|
DFH
Dream Finder Homes
|
NYSE US Comp | Refer to Buyzone | $22.50 01/29/2021 | $12.72 | -43.46% | Hold |
|
HLTH
Cue Health
|
NASDAQ | Contact Your Broker | $16.00 09/24/2021 | $2.59 | -83.84% | Hold |
|
TLIS
Talis Biomedical
|
NASDAQ | Refer to Buyzone | $15.42 03/10/2021 | $0.63 | -95.93% | Hold |
|
LICY
Li-Cycle Holdings Corp.
|
NYSE US Comp | USD | $8.18 05/31/2022 | $6.08 | -25.67% | Hold |
|
PATH
UiPath
|
NYSE US Comp | Refer to Buyzone | $73.82 05/19/2021 | $16.81 | -77.23% | Hold |
|
TSP
TuSimple
|
NASDAQ | Refer to Buyzone | $37.59 08/05/2021 | $2.55 | -93.22% | Hold |
|
VJET
Voxeljet AG
|
NASDAQ | USD | $10.40 11/26/2019 | $2.41 | -76.8% | Hold |
|
UGRO
urban-gro
|
NASDAQ | Contact Your Broker | $30.00 02/05/2021 | $4.32 | -85.6% | Hold |
|
LTRN
Lantern Pharma
|
NASDAQ | Refer to Buyzone | $13.03 08/25/2021 | $5.82 | -55.33% | Hold |
|
HCDI
Harbor Custom Development
|
NASDAQ | Contact Your Broker | $6.00 08/28/2020 | $0.47 | -92.12% | Hold |
|
HCDI
Harbor Custom Development
|
NASDAQ | Refer to Buyzone | $6.00 08/28/2020 | $0.47 | -92.12% | Hold |
|
GHLD
Guild Holdings
|
NYSE US Comp | Contact Your Broker | $15.00 10/22/2020 | $11.75 | -1.67% | Hold |
|
PLTH-CN
Planet 13 Holdings Inc.
|
CSE | CAD | C$2.45 12/30/2019 | C$1.21 | -50.61% | Hold |
|
CURA-CN
Curaleaf Holdings Inc.
|
CSE | CAD | C$7.72 12/30/2019 | C$5.11 | -33.81% | Hold |
|
IPW
iPower
|
NASDAQ | Refer to Buyzone | $7.96 06/08/2021 | $0.87 | -89.07% | Hold |
|
FNMAS
FNMAS Preferred Share
|
Other OTC Mk | USD | $3.37 05/11/2022 | $2.43 | -27.89% | Hold |
|
FMCCT
FMCCT Preferred Share
|
Other OTC Mk | USD | $5.37 05/11/2022 | $3.40 | -36.69% | Hold |
|
FNMAT
FNMAT Preferred Share
|
Other OTC Mk | USD | $3.03 05/11/2022 | $1.98 | -34.55% | Hold |
|
CORZQ
Core Scientific Inc.
|
Other OTC Mk | USD | $12.01 10/28/2021 | $0.33 | -97.27% | Hold |
|
TRUL-CN
Trulieve Cannabis Corp.
|
CSE | CAD | C$20.35 07/22/2020 | C$8.82 | -56.66% | Hold |
|
BRAXF
Braxia Scientific Corp.
|
Other OTC Mk | USD | $0.41 03/31/2020 | $0.05 | -88.2% | Hold |
|
CL-CN
Cresco Labs Inc.
|
CSE | CAD | C$8.67 12/30/2019 | C$2.55 | -70.59% | Hold |
|
KNBE
KnowBe4
|
NASDAQ | Refer to Buyzone | $27.58 07/19/2021 | $24.89 | -9.75% | Hold |
|
POSH
Poshmark
|
NASDAQ | Contact Your Broker | $42.00 01/14/2021 | $17.90 | -57.38% | Hold |
|
POSH
Poshmark
|
NASDAQ | Refer to Buyzone | $71.64 01/21/2021 | $17.90 | -75.01% | Hold |
| Symbol | Exchange | Currency | Open | Current | Total Return | Action to Take |
|---|---|---|---|---|---|---|
|
VJET
Voxeljet AG
|
NASDAQ | USD | $10.40 11/26/2019 | $2.41 | -76.8% | Hold |
|
CURA-CN
Curaleaf Holdings Inc.
|
CSE | CAD | C$7.72 12/30/2019 | C$5.11 | -33.81% | Hold |
|
PLTH-CN
Planet 13 Holdings Inc.
|
CSE | CAD | C$2.45 12/30/2019 | C$1.21 | -50.61% | Hold |
|
CL-CN
Cresco Labs Inc.
|
CSE | CAD | C$8.67 12/30/2019 | C$2.55 | -70.59% | Hold |
|
DKNG
DraftKings Inc.
|
NASDAQ | USD | $10.77 01/06/2020 | $16.79 | 55.9% | Hold |
|
BRAXF
Braxia Scientific Corp.
|
Other OTC Mk | USD | $0.41 03/31/2020 | $0.05 | -88.2% | Hold |
|
VLDR
Velodyne Lidar Inc.
|
NASDAQ | USD | $16.65 07/07/2020 | $1.47 | -91.17% | Hold |
|
TRUL-CN
Trulieve Cannabis Corp.
|
CSE | CAD | C$20.35 07/22/2020 | C$8.82 | -56.66% | Hold |
|
DM
Desktop Metal Inc.
|
NYSE US Comp | USD | $11.94 09/02/2020 | $2.12 | -82.29% | Hold |
|
OPEN
Opendoor Technologies Inc.
|
NASDAQ | USD | $17.61 11/04/2020 | $2.47 | -85.99% | Hold |
|
LAC
Lithium Americas Corp.
|
NYSE US Comp | USD | $9.90 11/11/2020 | $24.44 | 146.87% | Hold |
|
BFLY
Butterfly Network Inc.
|
NYSE US Comp | USD | $16.30 12/03/2020 | $2.99 | -81.66% | Hold |
|
BLDE
Blade Air Mobility Inc.
|
NASDAQ | USD | $12.06 01/08/2021 | $4.75 | -60.61% | Hold |
|
MAPS
WM Technology Inc.
|
NASDAQ | USD | $21.55 01/20/2021 | $1.41 | -93.46% | Hold |
|
ASTR
Astra Space Inc.
|
NASDAQ | USD | $18.61 02/04/2021 | $0.70 | -96.23% | Hold |
|
CIFR
Cipher Mining Inc.
|
NASDAQ | USD | $12.15 03/11/2021 | $1.87 | -84.61% | Hold |
|
BITF
Bitfarms Ltd.
|
NASDAQ | USD | $5.15 05/17/2021 | $1.05 | -79.61% | Hold |
|
JOBY
Joby Aviation Inc.
|
NYSE US Comp | USD | $10.09 06/25/2021 | $4.62 | -54.2% | Hold |
|
RKLB
Rocket Lab USA
|
NASDAQ | USD | $10.35 07/29/2021 | $5.17 | -50.03% | Hold |
|
LILM
Lilium N.V.
|
NASDAQ | USD | $10.17 09/30/2021 | $1.32 | -87.02% | Hold |
|
CORZQ
Core Scientific Inc.
|
Other OTC Mk | USD | $12.01 10/28/2021 | $0.33 | -97.27% | Hold |
|
AUR
Aurora Innovation Inc.
|
NASDAQ | USD | $9.86 08/26/2021 | $1.98 | -79.97% | Hold |
|
SHPW
Shapeways Holdings Inc.
|
NYSE US Comp | Buy | $4.07 12/02/2021 | $0.71 | -82.61% | Hold |
|
BGRY
Berkshire Grey Inc.
|
NASDAQ | USD | $5.33 12/30/2021 | $1.28 | -76.08% | Hold |
|
WULF
TeraWulf Inc.
|
NASDAQ | Refer to Buyzone | $11.04 01/27/2022 | $0.66 | -94% | Hold |
|
NRGV
Energy Vault Holdings Inc.
|
NYSE US Comp | USD | $13.79 02/24/2022 | $4.33 | -68.6% | Hold |
|
SYM
SVF Investment Corp. 3
|
NASDAQ | Special Report | $9.89 03/24/2022 | $15.02 | 51.87% | Hold |
|
INDI
indie Semiconductor Inc.
|
NASDAQ | USD | $6.90 04/29/2022 | $8.19 | 18.66% | Hold |
|
FNMAT
FNMAT Preferred Share
|
Other OTC Mk | USD | $3.03 05/11/2022 | $1.98 | -34.55% | Hold |
|
FMCCT
FMCCT Preferred Share
|
Other OTC Mk | USD | $5.37 05/11/2022 | $3.40 | -36.69% | Hold |
|
FNMAS
FNMAS Preferred Share
|
Other OTC Mk | USD | $3.37 05/11/2022 | $2.43 | -27.89% | Hold |
|
LICY
Li-Cycle Holdings Corp.
|
NYSE US Comp | USD | $8.18 05/31/2022 | $6.08 | -25.67% | Hold |
|
RGTI
Rigetti Computing Inc.
|
NASDAQ | USD | $3.67 06/30/2022 | $1.18 | -67.85% | Hold |
| Symbol | Exchange | Currency | Open | Current | Total Return | Action to Take |
|---|---|---|---|---|---|---|
|
VITL
Vital Farms
|
NASDAQ | Contact Your Broker | $22.00 07/31/2020 | $16.81 | -23.61% | Hold |
|
VITL
Vital Farms
|
NASDAQ | Refer to Buyzone | $35.80 07/31/2020 | $16.81 | -53.06% | Hold |
|
HCDI
Harbor Custom Development
|
NASDAQ | Contact Your Broker | $6.00 08/28/2020 | $0.47 | -92.12% | Hold |
|
HCDI
Harbor Custom Development
|
NASDAQ | Refer to Buyzone | $6.00 08/28/2020 | $0.47 | -92.12% | Hold |
|
AMWL
Amwell Corp.
|
NYSE US Comp | Contact Your Broker | $18.00 09/17/2020 | $3.96 | -78% | Hold |
|
GDRX
GoodRx Holdings
|
NASDAQ | Contact Your Broker | $33.00 09/23/2020 | $5.59 | -83.06% | Hold |
|
AMWL
Amwell Corp.
|
NYSE US Comp | Refer to Buyzone | $28.60 09/30/2020 | $3.96 | -86.15% | Hold |
|
GDRX
GoodRx Holdings
|
NASDAQ | Refer to Buyzone | $50.15 10/21/2020 | $5.59 | -88.85% | Hold |
|
GHLD
Guild Holdings
|
NYSE US Comp | Contact Your Broker | $15.00 10/22/2020 | $11.75 | -1.67% | Hold |
|
ROOT
Root Inc.
|
NASDAQ | Contact Your Broker | $27.00 10/28/2020 | $7.13 | -73.59% | Hold |
|
BDSX
Biodesix
|
NASDAQ | Contact Your Broker | $18.00 10/28/2020 | $2.06 | -88.56% | Hold |
|
BDSX
Biodesix
|
NASDAQ | Refer to Buyzone | $16.46 11/17/2020 | $2.06 | -87.48% | Hold |
|
AI
C3.ai Inc
|
NYSE US Comp | Contact Your Broker | $42.00 12/09/2020 | $29.38 | -30.05% | Hold |
|
ROOT
Root Inc.
|
NASDAQ | Refer to Buyzone | $14.21 12/10/2020 | $7.13 | -49.82% | Hold |
|
AI
C3.ai Inc
|
NYSE US Comp | Refer to Buyzone | $123.53 12/11/2020 | $29.38 | -76.22% | Hold |
|
ABCL
AbCellera Biologics
|
NASDAQ | Refer to Buyzone | $39.00 01/05/2021 | $11.15 | -71.41% | Hold |
|
MSGM
Motorsport Games
|
NASDAQ | Contact Your Broker | $20.00 01/13/2021 | $15.80 | -21% | Hold |
|
POSH
Poshmark
|
NASDAQ | Contact Your Broker | $42.00 01/14/2021 | $17.90 | -57.38% | Hold |
|
POSH
Poshmark
|
NASDAQ | Refer to Buyzone | $71.64 01/21/2021 | $17.90 | -75.01% | Hold |
|
MSGM
Motorsport Games
|
NASDAQ | Refer to Buyzone | $36.29 01/25/2021 | $15.80 | -56.46% | Hold |
|
DFH
Dream Finder Homes
|
NYSE US Comp | Refer to Buyzone | $22.50 01/29/2021 | $12.72 | -43.46% | Hold |
|
UGRO
urban-gro
|
NASDAQ | Contact Your Broker | $30.00 02/05/2021 | $4.32 | -85.6% | Hold |
|
SGFY
Signify Health Inc
|
NYSE US Comp | Refer to Buyzone | $33.97 02/12/2021 | $28.52 | -16.06% | Hold |
|
HYFM
Hydrofarm Holdings
|
NASDAQ | Refer to Buyzone | $51.92 03/08/2021 | $2.16 | -95.85% | Hold |
|
TLIS
Talis Biomedical
|
NASDAQ | Refer to Buyzone | $15.42 03/10/2021 | $0.63 | -95.93% | Hold |
|
FUBO
FuboTV
|
NYSE US Comp | Refer to Buyzone | $22.46 04/07/2021 | $2.97 | -86.78% | Hold |
|
RVYL
Ryvyl Inc.
|
NASDAQ | Refer to Buyzone | $17.58 04/12/2021 | $0.59 | -96.64% | Hold |
|
LHDX
Lucira Health
|
NASDAQ | Refer to Buyzone | $9.27 04/13/2021 | $0.34 | -96.32% | Hold |
|
SUMO
Sumo Logic
|
NASDAQ | Refer to Buyzone | $19.89 04/13/2021 | $12.26 | -38.36% | Hold |
|
TDUP
Thredup
|
NASDAQ | Refer to Buyzone | $19.20 04/22/2021 | $2.13 | -88.92% | Hold |
|
PATH
UiPath
|
NYSE US Comp | Refer to Buyzone | $73.82 05/19/2021 | $16.81 | -77.23% | Hold |
|
AFIB
Acutus Medical
|
NASDAQ | Refer to Buyzone | $15.26 05/19/2021 | $1.90 | -87.55% | Hold |
|
OLO
Olo Inc.
|
NYSE US Comp | Refer to Buyzone | $32.73 05/26/2021 | $8.65 | -73.57% | Hold |
|
IPW
iPower
|
NASDAQ | Refer to Buyzone | $7.96 06/08/2021 | $0.87 | -89.07% | Hold |
|
WISH
Contextlogic
|
NASDAQ | Refer to Buyzone | $13.16 06/22/2021 | $0.75 | -94.28% | Hold |
|
KNBE
KnowBe4
|
NASDAQ | Refer to Buyzone | $27.58 07/19/2021 | $24.89 | -9.75% | Hold |
|
TSP
TuSimple
|
NASDAQ | Refer to Buyzone | $37.59 08/05/2021 | $2.55 | -93.22% | Hold |
|
PUBM
PubMatic Inc.
|
NASDAQ | Refer to Buyzone | $34.00 08/11/2021 | $16.29 | -52.1% | Hold |
|
LTRN
Lantern Pharma
|
NASDAQ | Refer to Buyzone | $13.03 08/25/2021 | $5.82 | -55.33% | Hold |
|
BLI
Berkeley Lights
|
NASDAQ | Refer to Buyzone | $35.33 08/26/2021 | $2.43 | -93.12% | Hold |
|
FIGS
FIGS Inc.
|
NYSE US Comp | Refer to Buyzone | $38.68 08/27/2021 | $9.15 | -76.36% | Hold |
|
SHLS
Shoals Technologies Group
|
NASDAQ | Refer to Buyzone | $32.12 08/31/2021 | $26.04 | -18.93% | Hold |
|
AGFY
Agrify
|
NASDAQ | Refer to Buyzone | $231.50 09/08/2021 | $0.49 | -99.79% | Hold |
|
TOST
Toast Inc
|
NYSE US Comp | Refer to Buyzone | $61.70 09/22/2021 | $23.45 | -62% | Hold |
|
RELY
Remitly Global
|
NASDAQ | Refer to Buyzone | $51.44 09/23/2021 | $12.98 | -74.77% | Hold |
|
HLTH
Cue Health
|
NASDAQ | Contact Your Broker | $16.00 09/24/2021 | $2.59 | -83.84% | Hold |
|
ARBK
Argo Blockchain ADR
|
NASDAQ | Refer to Buyzone | $16.59 09/27/2021 | $2.08 | -87.46% | Hold |
|
TASK
TaskUs
|
NASDAQ | Refer to Buyzone | $60.27 10/08/2021 | $18.80 | -68.81% | Hold |
|
MQ
Marqeta
|
NASDAQ | Refer to Buyzone | $23.35 10/14/2021 | $6.66 | -71.5% | Hold |
|
S
SentinelOne Inc
|
NYSE US Comp | Refer to Buyzone | $61.11 10/14/2021 | $15.54 | -74.58% | Hold |
|
GTLB
GitLab
|
NASDAQ | Refer to Buyzone | $99.27 10/15/2021 | $52.08 | -47.54% | Hold |
|
ARRY
Array Technologies Inc.
|
NASDAQ | Refer to Buyzone | $19.81 10/19/2021 | $19.89 | 0.4% | Hold |
|
SDIG
Stronghold Digital Mining
|
NASDAQ | Contact Your Broker | $19.00 10/20/2021 | $0.58 | -96.93% | Hold |
|
BLND
Blend Labs Inc
|
NYSE US Comp | Refer to Buyzone | $14.42 10/29/2021 | $2.07 | -85.64% | Hold |
|
BIRD
Allbirds
|
NASDAQ | Contact Your Broker | $15.00 11/03/2021 | $2.92 | -80.54% | Hold |
|
MASS
908 Devices
|
NASDAQ | Refer to Buyzone | $35.70 11/04/2021 | $10.22 | -71.38% | Hold |
|
BLZE
Backblaze
|
NASDAQ | Contact Your Broker | $16.00 11/11/2021 | $7.00 | -56.25% | Hold |
|
IREN
Iris Energy
|
NASDAQ | Contact Your Broker | $28.00 11/17/2021 | $2.26 | -91.93% | Hold |
|
SEV
Sono Group
|
NASDAQ | Contact Your Broker | $15.00 11/17/2021 | $0.96 | -93.6% | Hold |
|
NU
Nu Holdings
|
NYSE US Comp | Contact Your Broker | $9.00 12/09/2021 | $4.85 | -46.11% | Hold |
|
SKYT
SkyWater Technology Inc.
|
NASDAQ | Refer to Buyzone | $15.97 12/23/2021 | $11.29 | -29.3% | Hold |
|
AFRM
Affirm Holdings
|
NASDAQ | Refer to Buyzone | $75.91 01/13/2022 | $17.46 | -77% | Hold |
|
VRAR
The Glimpse Group
|
NASDAQ | Refer to Buyzone | $10.25 02/07/2022 | $5.06 | -50.63% | Hold |
|
MYTE
MYT Netherlands Parent BV
|
NYSE US Comp | Refer to Buyzone | $14.70 02/15/2022 | $11.19 | -23.88% | Hold |
|
EXFY
Expensify
|
NASDAQ | Refer to Buyzone | $20.76 03/01/2022 | $10.38 | -49.99% | Hold |
|
TBIO
Codex DNA
|
NASDAQ | Refer to Buyzone | $9.95 03/18/2022 | $2.01 | -79.78% | Hold |
| Symbol | Exchange | Currency | Open | Close Price/Date |
Total Return | Action to Take |
|---|---|---|---|---|---|---|
|
ACB-T
Aurora Cannabis Inc.
|
TMX Grp TSX | CAD | C$104.40 08/29/2018 | C$1.97 09/02/2022 | -98.11% | Hold |
| Other OTC Mk | USD | $1.42 05/17/2018 | $0.53 09/02/2022 | -62.99% | Hold | |
| CSE | CAD | C$3.41 02/13/2019 | C$0.07 09/02/2022 | -97.95% | Hold | |
| Other OTC Mk | USD | $1.50 05/23/2018 | $0.52 09/02/2022 | -65.49% | Hold | |
| NASDAQ | USD | $0.46 05/24/2019 | $4.79 09/02/2022 | 948.14% | Hold | |
|
MSP
Datto Holding Corp
|
NYSE US Comp | Sold on 4/11/2022 | $26.88 05/17/2021 | $34.53 04/11/2022 | 28.46% | Post IPO |
|
U
Unity Software
|
NYSE US Comp | Sold on 11/18/2021 | $124.31 08/25/2021 | $203.88 11/18/2021 | 64.01% | Post IPO |
|
SNOW
Snowflake
|
NYSE US Comp | Sold on 11/18/2021 | $274.64 08/04/2021 | $398.25 11/18/2021 | 45.01% | Post IPO |
|
CERT
Certarra
|
NASDAQ | Sold on 11/8/2021 | $27.79 03/25/2021 | $42.24 11/08/2021 | 52% | Post IPO |
|
GFS
GlobalFoundries
|
NASDAQ | Sold on 11/5/2021 | $47.30 10/28/2021 | $62.95 11/05/2021 | 33.09% | Post IPO |
|
CUBE-CN
Saltbae Capital Corp.
|
CSE | CAD | C$0.12 04/17/2019 | C$0.00 10/20/2021 | -100% | Company delisted |
|
APP
Applovin
|
NASDAQ | Sold on 10/15/2021 | $62.89 08/05/2021 | $91.15 10/15/2021 | 44.94% | Post IPO - Special Report |
|
ETHC
Ether Capital Corp.
|
NEO | CAD | C$1.54 12/04/2020 | C$4.50 10/14/2021 | 192.21% | Sold on 10/14/2021 |
|
HUT-T
Hut 8 Mining Corp.
|
TMX Grp TSX | CAD | C$1.19 05/06/2020 | C$13.27 10/13/2021 | 1015.13% | Sold on 10/13/21 |
|
ISENF
IsoEnergy Ltd.
|
Other OTC Mk | USD | $2.39 02/17/2021 | $3.75 10/12/2021 | 57.04% | Sold on 10/12/2021 |
|
GWH
ESS TECH
|
NYSE US Comp | USD | $9.96 07/29/2021 | $26.96 10/12/2021 | 170.68% | Sold on 10/12/2021 |
|
TRIT
Triterras Inc.
|
Other OTC Mk | USD | $10.31 07/30/2020 | $6.08 09/27/2021 | -41.03% | Sold on 9/27/2021 |
|
DUOL
Duolingo
|
NASDAQ | Sold on 9/15/2021 | $102.00 07/28/2021 | $160.10 09/15/2021 | 56.96% | Pre IPO |
|
ZI
ZoomInfo Technologies
|
NASDAQ | Sold on 9/7/2021 | $38.70 06/04/2020 | $64.21 09/07/2021 | 65.92% | Post IPO |
|
DOCN
DigitalOcean
|
NYSE US Comp | Sold on 9/7/2021 | $54.81 08/05/2021 | $70.57 09/07/2021 | 28.75% | Post IPO |
|
ZI
ZoomInfo Technologies
|
NASDAQ | Sold on 9/7/2021 | $21.00 06/04/2020 | $64.21 09/07/2021 | 205.76% | Pre IPO |
|
AFRM
Affirm Holdings
|
NASDAQ | Sold on 8/30/2021 | $49.00 01/13/2021 | $96.13 08/30/2021 | 96.18% | Pre IPO |
|
AFRM
Affirm Holdings
|
NASDAQ | Sold on 8/30/2021 | $106.50 01/20/2021 | $96.13 08/30/2021 | -9.74% | Post IPO |
|
BVS
Bioventus
|
NASDAQ | Sold on 8/27/2021 | $15.86 05/10/2021 | $15.06 08/27/2021 | -5.04% | Post IPO |
|
SLQT
SelectQuote Inc.
|
NYSE US Comp | Sold on 8/26/2021 | $27.90 05/21/2020 | $8.06 08/26/2021 | -71.11% | Post IPO |
|
VMAR
Vision Marine Technologies
|
NASDAQ | Sold on 8/26/2021 | $8.45 06/02/2021 | $6.10 08/26/2021 | -27.81% | Post IPO |
|
ATY
AcuityAds Holdings
|
NASDAQ | Sold on 8/17/2021 | $11.00 06/11/2021 | $8.20 08/17/2021 | -25.45% | Post IPO |
|
LDI
Loandepot
|
NYSE US Comp | Sold on 8/13/2021 | $28.40 02/12/2021 | $8.89 08/13/2021 | -66.26% | Post IPO |
|
GOCO
GoHealth Inc.
|
NASDAQ | Sold on 8/13/2021 | $25.75 07/15/2020 | $4.36 08/13/2021 | -83.07% | Post IPO |
|
GOCO
GoHealth Inc.
|
NASDAQ | Sold on 8/13/2021 | $21.00 07/15/2020 | $4.36 08/13/2021 | -79.24% | Pre IPO |
|
ONTF
ON24
|
NYSE US Comp | Sold on 8/11/2021 | $38.84 06/30/2021 | $23.19 08/11/2021 | -40.29% | Post IPO |
|
RVVTF
Revive Therapeut
|
Other OTC Mk | USD | $0.45 03/09/2021 | $0.37 08/11/2021 | -17.32% | Sold on 8/11/2021 |
| NASDAQ | USD | $13.75 06/16/2020 | $12.21 08/11/2021 | -11.2% | Sold on 8/11/2021 | |
|
CLLS
Cellectis
|
NASDAQ | USD | $29.49 05/17/2018 | $13.38 08/11/2021 | -54.63% | Sold on 8/11/2021 |
|
VRM
Vroom Inc.
|
NASDAQ | Sold on 8/10/2021 | $43.00 06/09/2020 | $38.87 08/10/2021 | -9.6% | Post IPO |
|
VRM
Vroom Inc.
|
NASDAQ | Sold on 8/10/2021 | $22.00 06/09/2020 | $38.87 08/10/2021 | 76.68% | Pre IPO |
|
GRA
NanoXplore
|
TSX Venture | CAD | C$1.59 01/28/2020 | C$5.25 08/09/2021 | 230.19% | Sold on 8/9/2021 |
|
TLGRF
Talga Group
|
Other OTC Mk | USD | $1.24 04/23/2021 | $0.94 08/09/2021 | -24.19% | Sold on 8/9/2021 |
|
CMPS
Compass Pathway
|
NASDAQ | Sold on 8/5/2021 | $53.57 02/19/2021 | $32.59 08/05/2021 | -39.16% | Post IPO |
|
VIAO
VIA Optronics
|
NYSE US Comp | Sold on 8/5/2021 | $14.38 04/01/2021 | $7.76 08/05/2021 | -46.04% | Post IPO |
|
PCELL
PowerCell Sweden AB
|
STO Equities | SEK | kr307.60 07/01/2020 | kr171.80 08/05/2021 | -44.15% | Sold on 8/5/2021 |
|
FGR.AX
First Graphene
|
ASX - All Markets | AUD | A$0.19 11/30/2018 | A$0.21 08/05/2021 | 14.86% | Sold on 8/5/2021 |
|
ABCM
Abcam
|
NASDAQ | Sold on 8/4/2021 | $17.50 10/22/2020 | $19.69 08/04/2021 | 12.51% | Pre IPO |
|
ABCM
Abcam
|
NASDAQ | Sold on 8/4/2021 | $19.75 10/22/2020 | $19.69 08/04/2021 | -0.3% | Post IPO |
|
MYTE
MYT Netherlands Parent BV
|
NYSE US Comp | Sold on 8/4/2021 | $25.68 03/05/2021 | $29.30 08/04/2021 | 14.1% | Post IPO |
|
PROG
Progenity
|
NASDAQ | Sold on 8/2/2021 | $15.00 06/19/2020 | $2.10 08/02/2021 | -86% | Pre IPO - Special Report |
|
PROG
Progenity
|
NASDAQ | Sold on 8/2/2021 | $13.31 06/19/2020 | $2.10 08/02/2021 | -84.22% | Post IPO - Special Report |
|
YOU
Clear Secure Inc
|
NYSE US Comp | Sold on 8/2/2021 | $31.00 06/30/2021 | $53.51 08/02/2021 | 72.61% | Pre IPO |
|
NEL
Nel ASA
|
Oslo SE | NOK | kr18.85 07/01/2020 | kr16.78 07/29/2021 | -10.98% | Sold on 7/29/2021 |
|
ALGM
Allegro MicroSystems
|
NASDAQ | Sold on 7/29/2021 | $14.00 10/29/2020 | $26.59 07/29/2021 | 89.93% | Pre IPO |
|
ALGM
Allegro MicroSystems
|
NASDAQ | Sold on 7/29/2021 | $27.05 12/10/2020 | $26.59 07/29/2021 | -1.7% | Post IPO |
|
AGFY
Agrify
|
NASDAQ | Sold on 7/29/2021 | $12.15 03/05/2021 | $19.14 07/29/2021 | 57.53% | Post IPO |
|
PWG-PA
Prodways Group SA
|
Euronext Par | EURO | €2.57 11/26/2019 | €2.84 07/26/2021 | 10.51% | Sold on 7/26/2021 |
|
BALYO
Balyo Inc
|
Euronext | EURO | €1.71 02/21/2020 | €1.32 07/26/2021 | -22.81% | Sold on 7/26/2021 |
|
PWG
Prodways Group SA
|
Euronext Paris | EURO | €2.57 11/26/2019 | €2.84 07/26/2021 | 10.51% | Sold on 7/26/2021 |
|
TNK
Teekay Tankers
|
NYSE US Comp | USD | $24.50 04/21/2020 | $12.08 07/22/2021 | -50.69% | Sold on 7/22/2021 |
|
STNG
Scorpio Tankers
|
NYSE US Comp | USD | $23.80 04/21/2020 | $17.05 07/22/2021 | -26.26% | Sold on 7/22/2021 |
|
NETI
Eneti Inc.
|
NYSE US Comp | USD | $25.63 04/30/2020 | $16.55 07/22/2021 | -34.45% | 7/22/2021 |
|
VRS-L
Versarien
|
LSE SETS | GBP | p119.00 11/30/2018 | p30.30 07/22/2021 | -74.54% | Sold on 7/22/2021 |
|
KRP
Kimbell Royalty Partners
|
NYSE US Comp | USD | $7.23 05/21/2020 | $11.73 07/22/2021 | 73.03% | Sold on 7/22/2021 |
|
RFX.AX
Redflow Lt.
|
ASX - All Markets | AUD | A$0.05 10/03/2019 | A$0.06 07/19/2021 | 18.37% | Sold on 7/19/2021 |
|
NAVYA-PA
Navya SA
|
Euronext Par | EURO | €1.14 08/20/2019 | €2.03 07/16/2021 | 77.89% | Sold on 7/16/2021 |
|
BMN-L
Bushveld Mineral
|
LSE SETS | GBP | p27.75 04/17/2019 | p12.60 07/16/2021 | -54.59% | Sold on 7/16/21 |
|
TOBII
Tobii AB
|
STO Equities | SKR | kr49.24 08/27/2020 | kr66.00 07/14/2021 | 34.04% | SOLD ON 7/14/2021 |
|
7779.T
Cyberdyne
|
Tokyo | Yen | ¥1492.00 04/05/2018 | ¥477.00 07/13/2021 | -68.03% | Sold on 7/13/2021 |
|
ALESK-PA
Esker SA
|
Euronext Par | EUR | €142.00 07/30/2020 | €254.50 07/09/2021 | 79.58% | Sold on 7/9/2021 |
|
DSX
Diana Shipping
|
NYSE US Comp | USD | $1.88 04/30/2020 | $4.31 07/07/2021 | 129.26% | Sold on 7/7/2021 |
|
GOGL
Golden Ocean Group
|
NASDAQ | USD | $3.80 04/30/2020 | $10.61 07/07/2021 | 185.79% | Sold on 7/7/2021 |
|
CRCT
Cricut
|
NASDAQ | Sold on 6/25/2021 | $23.28 04/22/2021 | $40.99 06/25/2021 | 76.07% | Post IPO |
|
TELL
Tellurian
|
NYSE US Comp | USD | $1.07 05/21/2020 | $4.92 06/07/2021 | 359.81% | Sold on 6/7/2021 |
|
FMS-V
Focus Graphite
|
TSX Venture | CAD | C$0.04 11/30/2018 | C$0.12 05/11/2021 | 228.57% | Sold on 5/11/2021 |
| Tokyo SE | YEN | ¥3315.00 02/21/2020 | ¥2658.00 05/11/2021 | -19.82% | Sold on 5/11/2021 | |
|
6288
Excellence Optoelectronics
|
Taiwan SE | NT$ | NT$25.05 01/20/2020 | NT$31.35 03/31/2021 | 25.15% | Special Report Recommendations |
| Taiwan SE | NT$ | NT$117.00 01/20/2020 | NT$114.50 03/31/2021 | -2.14% | Special Report Recommendations | |
|
LTRN
Lantern Pharma Inc.
|
NASDAQ | Sold on 3/18/2021 | $15.00 06/11/2020 | $21.55 03/18/2021 | 43.67% | Pre IPO |
|
LTRN
Lantern Pharma Inc.
|
NASDAQ | Sold on 3/18/2021 | $14.58 06/11/2020 | $21.55 03/18/2021 | 47.81% | Post IPO |
|
PLYM
Plymouth Industrial REIT
|
NYSE US Comp | USD | $13.80 01/04/2019 | $16.63 03/17/2021 | 38.44% | Refer to Buyzone |
|
BASI
Bioanalytical Systems Inc.
|
NASDAQ | USD | $3.84 09/19/2019 | $15.19 03/16/2021 | 295.57% | Special Report Recommendations |
|
BBKCF
BIGG Digital Assets
|
Other OTC Mk | USD | $0.08 05/24/2019 | $1.44 03/10/2021 | 1718.18% | Refer to Buyzone |
|
BIGC
BigCommerce Holdings
|
NASDAQ | Sold on 3/10/2021 | $78.50 08/05/2020 | $57.88 03/10/2021 | -26.27% | Post IPO |
|
BIGC
BigCommerce Holdings
|
NASDAQ | Sold on 3/10/2021 | $24.00 08/05/2020 | $57.88 03/10/2021 | 141.17% | Pre IPO |
|
MSP
Datto Holdings
|
NYSE US Comp | Sold on 3/8/2021 | $27.00 10/21/2020 | $24.14 03/08/2021 | -10.59% | Pre IPO |
|
RPRX
Royalty Pharma
|
NASDAQ | Sold on 3/8/2021 | $28.00 06/16/2020 | $44.73 03/08/2021 | 60.82% | Pre IPO |
|
RPRX
Royalty Pharma
|
NASDAQ | Sold on 3/8/2021 | $45.26 06/16/2020 | $44.73 03/08/2021 | -0.51% | Post IPO |
|
MSP
Datto Holdings
|
NYSE US Comp | Sold on 3/8/2021 | $28.66 11/24/2020 | $24.14 03/08/2021 | -15.77% | Post IPO |
|
BSY
Bentley Systems
|
NASDAQ | Sold on 3/5/2021 | $39.68 10/20/2020 | $46.45 03/05/2021 | 17.14% | Post IPO |
|
BSY
Bentley Systems
|
NASDAQ | Sold on 3/5/2021 | $22.00 09/23/2020 | $46.45 03/05/2021 | 111.27% | Pre IPO |
|
AZEK
The Azek Company
|
NYSE US Comp | Sold on 3/5/2021 | $23.00 06/12/2020 | $39.46 03/05/2021 | 71.57% | Pre IPO |
|
AZEK
The Azek Company
|
NYSE US Comp | Sold on 3/5/2021 | $27.04 06/12/2020 | $39.46 03/05/2021 | 45.93% | Post IPO |
|
NCNO
nCino Inc.
|
NASDAQ | Sold on 3/4/2021 | $31.00 07/14/2020 | $66.33 03/04/2021 | 113.97% | Pre IPO |
|
SDGR
Schrodinger
|
NASDAQ | Sold on 3/4/2021 | $70.41 08/14/2020 | $72.52 03/04/2021 | 3% | Post IPO |
|
NCNO
nCino Inc.
|
NASDAQ | Sold on 3/4/2021 | $78.44 07/14/2020 | $66.33 03/04/2021 | -15.44% | Post IPO |
|
TNG.AX
TNG
|
ASX - All Markets | AUD | A$0.10 04/17/2019 | A$0.10 02/16/2021 | -2.04% | Sold on 2/16/21 |
|
QTCOM
Qt Group Oyj
|
HEL Equities | EUR | €27.90 07/30/2020 | €82.80 02/16/2021 | 196.77% | Sold on 2/16/21 |
|
LEGN
Legend Biotech Corp.
|
NASDAQ | Sold on 2/5/2021 | $35.01 06/05/2020 | $26.29 02/05/2021 | -24.91% | Post IPO |
|
LEGN
Legend Biotech Corp.
|
NASDAQ | Sold on 2/5/2021 | $23.00 06/05/2020 | $26.29 02/05/2021 | 14.3% | Pre IPO |
|
BILL
Bill.com
|
NYSE US Comp | Sold on 2/5/2021 | $82.37 06/18/2020 | $171.96 02/05/2021 | 108.77% | Post IPO |
|
ONEM
1Life Healthcare
|
NASDAQ | Sold on 2/5/2021 | $28.30 08/17/2020 | $55.53 02/05/2021 | 96.22% | Post IPO |
|
PUBM
Pubmatic Inc.
|
NASDAQ | Sold on 2/4/2021 | $20.00 12/09/2020 | $49.14 02/04/2021 | 145.7% | Pre IPO |
|
CSPR
Casper Sleep
|
NYSE US Comp | Sold on 2/4/2021 | $12.00 02/06/2020 | $8.14 02/04/2021 | -32.17% | Pre IPO |
|
CSPR
Casper Sleep
|
NYSE US Comp | Sold on 2/4/2021 | $14.88 02/06/2020 | $8.41 02/04/2021 | -43.48% | Post IPO |
|
PUBM
Pubmatic Inc.
|
NASDAQ | Sold on 2/4/2021 | $25.47 12/16/2020 | $49.14 02/04/2021 | 92.93% | Post IPO |
|
PYPD
PolyPid Ltd
|
NASDAQ | Sold on 2/3/2021 | $17.98 06/26/2020 | $9.49 02/03/2021 | -47.22% | Post IPO |
|
PYPD
PolyPid Ltd
|
NASDAQ | Sold on 2/3/2021 | $16.00 06/26/2020 | $9.49 02/03/2021 | -40.69% | Pre IPO |
|
DT
Dynatrace Inc.
|
NYSE US Comp | Sold on 2/3/2021 | $36.49 05/19/2020 | $48.69 02/03/2021 | 33.43% | Post IPO |
|
VLTSA
Voltalia SA
|
Paris Stock Exchange | EURO | €13.15 03/26/2020 | €24.15 01/26/2021 | 83.65% | Sold on 1/26/21 |
|
SFT
Shift Technologies
|
NASDAQ | USD | $13.54 06/30/2020 | $9.00 01/26/2021 | -33.53% | Sold on 1/26/21 |
|
U
Unity Software
|
NYSE US Comp | Sold on 1/25/2021 | $104.87 10/27/2020 | $156.36 01/25/2021 | 49.1% | Post IPO |
|
U
Unity Software
|
NYSE US Comp | Sold on 1/25/2021 | $52.00 09/18/2020 | $156.36 01/25/2021 | 200.69% | Pre IPO |
|
2357.TW
ASUSTek Computer Inc.
|
Taiwan | NT$ | NT$251.00 08/23/2018 | NT$289.00 01/15/2021 | 26.69% | Sold on 1/14/2021 |
|
3665
Bizlink Holding Inc.
|
Taiwan SE | NT$ | NT$222.00 01/20/2020 | NT$279.00 01/15/2021 | 25.68% | Sold on 1/15/21 |
|
VERX
Vertex Inc.
|
NASDAQ | Sold on 1/11/2021 | $24.74 07/29/2020 | $33.01 01/11/2021 | 33.43% | Post IPO |
|
VERX
Vertex Inc.
|
NASDAQ | Sold on 1/11/2021 | $19.00 07/29/2020 | $33.01 01/11/2021 | 73.74% | Pre IPO |
| NYSE US Comp | Sold on 12/28/2020 | $28.86 08/10/2020 | $45.21 12/28/2020 | 56.65% | Post IPO | |
|
SUMO
Sumo Logic
|
NASDAQ | Sold on 12/22/2020 | $22.00 09/17/2020 | $34.22 12/22/2020 | 55.55% | Pre IPO |
|
FUBO
FuboTV
|
NYSE US Comp | Sold on 12/22/2020 | $10.00 10/08/2020 | $58.00 12/22/2020 | 480% | Pre IPO |
|
ABNB
Airbnb Inc.
|
NASDAQ | Sold on 12/22/2020 | $68.00 12/10/2020 | $169.39 12/22/2020 | 149.1% | Pre IPO |
|
OGZPY
Gazprom Sp ADR
|
Other OTC Mk | USD | $8.27 01/06/2020 | $5.78 12/18/2020 | -25.11% | Sold 12/18/20 |
|
DOMO
Domo Inc.
|
NASDAQ | Sold on 12/17/2020 | $30.22 08/07/2020 | $64.12 12/17/2020 | 112.18% | Post IPO - Special Report |
|
ORIC
Oric Pharmaceuticals
|
NASDAQ | Sold on 12/16/2020 | $25.95 04/24/2020 | $37.35 12/16/2020 | 43.93% | Post IPO |
|
ORIC
Oric Pharmaceuticals
|
NASDAQ | Sold on 12/16/2020 | $16.00 04/24/2020 | $37.35 12/16/2020 | 133.44% | Pre IPO |
|
UBER
Uber Technologies
|
NYSE US Comp | Sold on 12/11/2020 | $41.20 02/11/2020 | $52.45 12/11/2020 | 27.31% | Post IPO |
|
PHR
Phreesia Inc.
|
NYSE US Comp | Sold on 12/9/2020 | $33.33 02/19/2020 | $52.00 12/09/2020 | 56.02% | Post IPO |
|
MMEDF
Mind Medicine Inc.
|
NASDAQ | USD | $0.56 03/31/2020 | $2.71 12/09/2020 | 383.39% | Sold on 12/9/20 |
|
6861
Keyence Corporation
|
Tokyo SE | Yen | ¥26916.00 10/23/2018 | ¥51840.00 12/08/2020 | 93.53% | Sold on 12/8/20 |
|
LMND
Lemonade Inc.
|
NYSE US Comp | Sold on 12/7/2020 | $29.00 07/02/2020 | $94.93 12/07/2020 | 227.34% | Pre IPO |
|
LYRA
Lyra Therapeutics Inc.
|
NASDAQ | Sold on 12/7/2020 | $21.15 05/01/2020 | $9.45 12/07/2020 | -55.32% | Post IPO |
|
RPTX
Repare Therapeutics Inc.
|
NASDAQ | Sold on 12/7/2020 | $31.51 06/19/2020 | $37.56 12/07/2020 | 19.2% | Post IPO |
|
LMND
Lemonade Inc.
|
NYSE US Comp | Sold on 12/7/2020 | $54.15 07/02/2020 | $94.93 12/07/2020 | 75.31% | Post IPO |
|
WORK
Slack Technologies
|
NYSE US Comp | Sold on 12/2/2020 | $28.88 02/21/2020 | $42.43 12/02/2020 | 46.92% | Post IPO |
|
CVAC
CureVac
|
NASDAQ | Sold on 11/30/2020 | $45.64 08/14/2020 | $92.51 11/30/2020 | 102.7% | Post IPO |
|
CVAC
CureVac
|
NASDAQ | Sold on 11/30/2020 | $16.00 08/14/2020 | $92.51 11/30/2020 | 478.19% | Pre IPO |
|
FOUR
Shift4 Payments Inc.
|
NYSE US Comp | Sold on 11/25/2020 | $23.00 06/05/2020 | $63.87 11/25/2020 | 177.7% | Pre IPO |
|
FOUR
Shift4 Payments Inc.
|
NYSE US Comp | Sold on 11/25/2020 | $33.29 06/05/2020 | $63.87 11/25/2020 | 91.86% | Post IPO |
|
WMG
Warner Music Group
|
NASDAQ | Sold on 11/25/2020 | $28.15 06/03/2020 | $28.38 11/25/2020 | 1.67% | Post IPO |
|
WMG
Warner Music Group
|
NASDAQ | Sold on 11/25/2020 | $25.00 06/03/2020 | $28.38 11/25/2020 | 14.48% | Pre IPO |
|
NNOX
Nano-X Imaging
|
NASDAQ | Sold on 11/24/2020 | $30.55 10/02/2020 | $46.41 11/24/2020 | 51.91% | Post IPO |
|
ACCD
Accolade
|
NASDAQ | Sold on 11/23/2020 | $32.74 07/02/2020 | $49.99 11/23/2020 | 52.69% | Post IPO |
|
ACCD
Accolade
|
NASDAQ | Sold on 11/23/2020 | $22.00 07/02/2020 | $49.99 11/23/2020 | 127.23% | Pre IPO |
| NYSE US Comp | USD | $14.19 10/06/2020 | $30.18 11/23/2020 | 112.68% | Sold on 11/23/20 | |
|
RLAY
Relay Therapeutics Inc.
|
NASDAQ | Sold on 11/13/2020 | $20.00 07/16/2020 | $48.09 11/13/2020 | 140.45% | Pre IPO |
|
RLAY
Relay Therapeutics Inc.
|
NASDAQ | Sold on 11/13/2020 | $33.91 07/16/2020 | $48.09 11/13/2020 | 41.82% | Post IPO |
|
NAUKRI.NS
Info Edge Limited
|
Bombay | Indian Rupee | ₹2225.00 07/10/2019 | ₹3625.00 11/13/2020 | 63.37% | Sold on 11/13/2020 |
|
HRMY
Harmony Biosciences
|
NASDAQ | Sold on 11/11/2020 | $24.00 08/19/2020 | $49.20 11/11/2020 | 105% | Pre IPO |
|
HRMY
Harmony Biosciences
|
NASDAQ | Sold on 11/11/2020 | $39.00 08/19/2020 | $49.20 11/11/2020 | 26.15% | Post IPO |
|
BLI
Berkeley Lights Inc.
|
NASDAQ | Sold on 11/10/2020 | $22.00 07/17/2020 | $88.40 11/10/2020 | 301.82% | Pre IPO |
|
SRF.BO
SRF Limited
|
Bombay | Indian Rupee | ₹2759.90 07/10/2019 | ₹4978.15 11/10/2020 | 81.06% | Sold on 11/10/2020 |
|
BLI
Berkeley Lights Inc.
|
NASDAQ | Sold on 11/10/2020 | $58.50 07/17/2020 | $88.40 11/10/2020 | 51.11% | Post IPO |
|
2498.T
HTC Corp
|
Taiwan | NT$ | NT$36.00 03/12/2019 | NT$28.70 10/23/2020 | -20.28% | Sold on 10/22/20 |
|
AVTR
Avantor Inc.
|
NYSE US Comp | Sold on 10/9/2020 | $18.28 07/07/2020 | $24.79 10/09/2020 | 35.61% | Post IPO |
|
TITAN.NS
Titan Company Limited
|
Bombay | Indian Rupee | ₹1101.20 07/10/2019 | ₹1254.15 10/09/2020 | 15.52% | Sold on 10/8/20 |
|
6367
Daikin Industries,Ltd.
|
Tokyo SE | Yen | ¥12635.00 10/23/2018 | ¥18635.00 10/06/2020 | 50.1% | Sold on 10/5/20 |
|
OSH
Oak Street Health Inc.
|
NYSE US Comp | Sold on 10/1/2020 | $39.50 08/06/2020 | $49.82 10/01/2020 | 26.13% | Post IPO |
|
OSH
Oak Street Health Inc.
|
NYSE US Comp | Sold on 10/1/2020 | $21.00 08/06/2020 | $49.82 10/01/2020 | 137.24% | Pre IPO |
|
6920
Lasertec Corporation
|
YEN | ¥3465.00 10/03/2019 | ¥8420.00 09/29/2020 | 143% | Sold on 9/29/20 | |
|
TMDX
TransMedics Group
|
NASDAQ | Sold on 9/29/2020 | $17.50 06/30/2020 | $13.00 09/29/2020 | -25.71% | Post IPO |
|
FROG
JFrog
|
NASDAQ | Sold on 9/17/2020 | $44.00 09/16/2020 | $63.43 09/17/2020 | 44.16% | Pre IPO |
|
NNOX
Nano-X Imaging
|
NASDAQ | Sold on 9/2/2020 | $18.00 08/21/2020 | $39.25 09/02/2020 | 118.06% | Pre IPO |
|
NNOX
Nano-X Imaging
|
NASDAQ | Sold on 9/2/2020 | $21.50 08/21/2020 | $39.25 09/02/2020 | 82.56% | Post IPO |
|
SHLL
Tortoise Acquisition Corp.
|
NYSE US Comp | USD | $24.00 08/13/2020 | $54.63 09/02/2020 | 127.63% | Sold on 9/2/20 |
|
PD
PagerDuty
|
NYSE US Comp | Sold on 9/1/2020 | $20.30 02/28/2020 | $35.15 09/01/2020 | 73.15% | Post IPO |
|
NARI
Inari Medical Inc.
|
NASDAQ | Sold on 8/31/2020 | $40.03 05/22/2020 | $82.17 08/31/2020 | 105.27% | Post IPO |
|
NARI
Inari Medical Inc.
|
NASDAQ | Sold on 8/31/2020 | $19.00 05/22/2020 | $82.17 08/31/2020 | 332.47% | Pre IPO |
|
PING
Ping Identity Holding Corp
|
NYSE US Comp | Sold on 8/31/2020 | $25.01 05/18/2020 | $34.42 08/31/2020 | 37.62% | Post IPO |
|
REAL
The RealReal Inc.
|
NASDAQ | Sold on 8/31/2020 | $12.23 04/29/2020 | $15.61 08/31/2020 | 27.64% | Post IPO |
|
RKT
Rocket Companies
|
NYSE US Comp | Sold on 8/24/2020 | $18.00 08/06/2020 | $28.83 08/24/2020 | 60.17% | Pre IPO |
|
RKT
Rocket Companies
|
NYSE US Comp | Sold on 8/24/2020 | $18.78 08/06/2020 | $28.83 08/24/2020 | 53.51% | Post IPO |
|
CALT
Calliditas Therapeutics AB
|
NASDAQ | Sold on 8/21/2020 | $20.01 06/05/2020 | $23.14 08/21/2020 | 15.64% | Post IPO |
|
RNLX
Renalytix AI Sp ADS
|
NASDAQ | Sold on 8/21/2020 | $13.83 07/17/2020 | $15.34 08/21/2020 | 10.92% | Post IPO |
|
CALT
Calliditas Therapeutics AB
|
NASDAQ | Sold on 8/21/2020 | $19.50 06/05/2020 | $23.14 08/21/2020 | 18.67% | Pre IPO |
|
RNLX
Renalytix AI Sp ADS
|
NASDAQ | Sold on 8/21/2020 | $13.50 07/17/2020 | $15.34 08/21/2020 | 13.63% | Pre IPO |
|
RVLV
Revolve Group
|
NYSE US Comp | Sold on 8/13/2020 | $9.84 04/09/2020 | $23.09 08/13/2020 | 134.65% | Post IPO |
|
CHWY
Chewy
|
NYSE US Comp | Sold on 8/13/2020 | $38.83 06/14/2019 | $53.53 08/13/2020 | 37.86% | Post IPO |
|
CHWY
Chewy
|
NYSE US Comp | Sold on 8/13/2020 | $22.00 06/14/2019 | $53.53 08/13/2020 | 143.32% | Pre IPO |
|
CSTL
Castle Biosciences
|
NASDAQ | Sold on 8/11/2020 | $27.41 03/24/2020 | $39.68 08/11/2020 | 44.76% | Post IPO |
|
ADCT
ADC Therapeutics
|
NYSE US Comp | Sold on 8/11/2020 | $19.00 05/15/2020 | $47.41 08/11/2020 | 149.53% | Pre IPO |
|
ADCT
ADC Therapeutics
|
NYSE US Comp | Sold on 8/11/2020 | $29.45 05/15/2020 | $47.41 08/11/2020 | 60.98% | Post IPO |
|
CRWD
Crowdstrike
|
NASDAQ | Sold on 8/10/2020 | $34.00 06/11/2019 | $98.45 08/10/2020 | 189.56% | Pre IPO |
|
PSNL
Personalis Inc.
|
NASDAQ | Sold on 8/3/2020 | $6.34 03/23/2020 | $18.20 08/03/2020 | 187.07% | Post IPO |
|
PINS
Pinterest Inc.
|
NYSE US Comp | Sold on 7/31/2020 | $18.49 04/22/2020 | $32.57 07/31/2020 | 76.15% | Post IPO |
| Tokyo SE | Yen | ¥5806.67 09/27/2018 | ¥6703.00 07/27/2020 | 19.52% | Sold on 7/27/20 | |
|
6954
Fanuc Corporation
|
Tokyo SE | Yen | ¥20820.00 10/05/2018 | ¥20600.00 07/27/2020 | 0.75% | Sold on 7/27/20 |
|
ONEM
1Life Healthcare
|
NASDAQ | Sold on 7/17/2020 | $14.00 01/31/2020 | $38.91 07/17/2020 | 177.93% | Pre IPO |
|
ONEM
1Life Healthcare
|
NASDAQ | Sold on 7/17/2020 | $20.48 01/31/2020 | $38.91 07/17/2020 | 89.99% | Post IPO |
|
ADPT
Adaptive Biotechnologies
|
NASDAQ | Sold on 7/16/2020 | $37.80 06/27/2019 | $38.93 07/16/2020 | 2.99% | Post IPO |
|
ADPT
Adaptive Biotechnologies
|
NASDAQ | Sold on 7/16/2020 | $20.00 06/27/2019 | $38.93 07/16/2020 | 94.65% | Pre IPO |
|
5802
Sumitomo Electric
|
Tokyo SE | YEN | ¥1352.00 10/03/2019 | ¥1256.50 07/08/2020 | -7.06% | Sold on 7/8/20 |
|
BUR-L
Burford Capital Ltd.
|
LSE SETS | GBP | p793.00 09/19/2019 | p533.20 07/07/2020 | -32.35% | Sold on 7/7/20 |
|
WIT
Wipro Limited
|
NYSE US Comp | USD | $4.55 05/08/2019 | $3.24 06/23/2020 | -28.48% | Sold on 6/23/20 |
|
VEON
VEON Ltd
|
NASDAQ | USD | $2.40 09/19/2019 | $1.73 06/23/2020 | -21.67% | Sold on 6/23/20 |
|
IDYA
Ideaya Biosciences
|
NASDAQ | Sold on 6/16/2020 | $10.00 05/22/2019 | $13.00 06/16/2020 | 30% | Pre IPO |
| NASDAQ | USD | $10.06 09/24/2019 | $8.42 06/15/2020 | -16.35% | Sold on 6/15/20 | |
|
LBCC
Long Blockchain Corp
|
Other OTC Mk | USD | $0.28 05/24/2019 | $0.11 06/05/2020 | -62.15% | Sold on 6/5/20 |
|
BILL
Bill.com
|
NYSE US Comp | Sold on 6/1/2020 | $44.55 01/22/2020 | $69.41 06/01/2020 | 55.8% | Post IPO |
|
LVGO
Livongo Health Inc.
|
NASDAQ | Sold on 5/11/2020 | $26.18 09/05/2019 | $53.31 05/11/2020 | 103.63% | Post IPO |
|
NET
Cloudflare Inc.
|
NYSE US Comp | Sold on 5/7/2020 | $17.85 02/14/2020 | $23.88 05/07/2020 | 33.78% | Post IPO |
|
PTON
Peloton Interactive Inc
|
NASDAQ | Sold on 5/7/2020 | $27.35 04/07/2020 | $42.89 05/07/2020 | 56.82% | Post IPO |
|
FVRR
Fiverr
|
NYSE US Comp | Sold on 5/7/2020 | $27.33 06/13/2019 | $48.17 05/07/2020 | 76.25% | Post IPO |
|
SONG
Akazoo
|
NASDAQ | USD | $10.32 03/07/2019 | $0.00 05/06/2020 | -100% | Company Delisted |
|
MRNA
MODERNA
|
NASDAQ | Sold on 4/17/2020 | $19.02 12/09/2019 | $46.06 04/17/2020 | 142.17% | Post IPO |
|
SDGR
Schrodinger
|
NASDAQ | Sold on 4/14/2020 | $17.00 02/06/2020 | $40.60 04/14/2020 | 138.82% | Pre IPO |
| NASDAQ | Sold on 3/27/2020 | $106.88 02/27/2020 | $150.42 03/27/2020 | 40.74% | Post IPO | |
|
DOMO
DOMO-B
|
NASDAQ | Sold on 2/28/2020 | $23.52 12/06/2019 | $20.69 02/28/2020 | -12.03% | Post IPO |
|
RVLV
Revolve Group
|
NYSE US Comp | Sold on 2/28/2020 | $18.00 06/07/2019 | $19.31 02/18/2020 | 7.28% | Pre IPO |
|
RVLV
Revolve Group
|
NYSE US Comp | Sold on 2/18/2020 | $26.67 06/07/2019 | $19.31 02/18/2020 | -27.6% | Post IPO |
|
BEAM
Beam Therapeutics Inc.
|
NASDAQ | Sold on 2/14/2020 | $17.00 02/06/2020 | $27.69 02/14/2020 | 62.88% | Pre IPO |
|
BEAM
Beam Therapeutics Inc.
|
NASDAQ | Sold on 2/14/2020 | $22.88 02/06/2020 | $27.69 02/14/2020 | 21.02% | Post IPO |
|
PSNL
Personalis
|
NASDAQ | Sold on 2/12/2020 | $17.00 06/20/2019 | $10.19 02/12/2020 | -40.06% | Pre IPO |
|
PSNL
Personalis
|
NASDAQ | Sold on 2/12/2020 | $25.58 06/20/2019 | $10.19 02/12/2020 | -60.16% | Post IPO |
| NYSE US Comp | Sold on 2/10/2020 | $10.78 07/10/2019 | $20.44 02/10/2020 | 89.61% | Post IPO | |
|
REAL
The RealReal
|
NASDAQ | Sold on 2/7/2020 | $28.88 06/28/2019 | $14.33 02/07/2020 | -50.38% | Pre IPO |
|
REAL
The RealReal
|
NASDAQ | Sold on 2/7/2020 | $29.39 06/28/2019 | $14.33 02/07/2020 | -51.24% | Post IPO |
|
HYRE
HyreCar
|
NASDAQ | Sold on 2/7/2020 | $2.52 10/01/2019 | $2.95 02/07/2020 | 17.06% | Post IPO |
|
VVNT
Vivint Smart Home
|
NYSE US Comp | USD | $10.30 10/07/2019 | $20.17 01/30/2020 | 95.83% | Sold on 1/30/2020 |
|
MRE-T
Martinrea International
|
TMX Grp TSX | CAD | C$10.53 11/30/2018 | C$13.75 01/22/2020 | 32.72% | Sold on 1/22/2020 |
|
MNPR
Monopar Therapeutics
|
NASDAQ | Sold on 12/20/2019 | $8.35 12/19/2019 | $41.75 12/20/2019 | 400% | Pre IPO |
|
NET
Cloudflare
|
NYSE US Comp | Sold on 12/16/2019 | $18.77 09/13/2019 | $18.66 12/16/2019 | -0.59% | Post IPO |
|
UBER
Uber
|
NYSE US Comp | Sold on 12/16/2019 | $41.17 06/03/2019 | $30.02 12/16/2019 | -27.08% | Post IPO |
|
WORK
Slack
|
NYSE US Comp | Sold on 12/16/2019 | $38.90 06/20/2019 | $21.66 12/16/2019 | -44.32% | Post IPO |
|
LYFT
LYFT
|
NASDAQ | Sold on 12/16/2019 | $43.45 10/23/2019 | $48.15 12/16/2019 | 10.82% | Post IPO |
|
NET
Cloudflare
|
NYSE US Comp | Sold on 12/16/2019 | $18.00 09/13/2019 | $18.66 12/16/2019 | 3.67% | Pre IPO |
|
PHR
Phreesia Inc.
|
NYSE US Comp | Sold on 12/13/2019 | $26.75 07/18/2019 | $26.59 12/13/2019 | -0.6% | Pre IPO |
|
UPWK
Upwork
|
NASDAQ | Sold on 12/13/2019 | $16.60 07/12/2019 | $10.50 12/13/2019 | -36.75% | Post IPO |
|
PHR
Phreesia
|
NYSE US Comp | Sold on 12/13/2019 | $26.67 07/18/2019 | $26.59 12/13/2019 | -0.3% | Post IPO |
|
9984
SoftBank Group Corp.
|
Tokyo SE | Yen | ¥4578.50 10/23/2018 | ¥4260.00 11/18/2019 | -6.36% | Sold on 11/18/2019 |
|
APRE
Aprea Therapeutics Inc.
|
NASDAQ | Sold on 10/25/19 | $16.07 10/03/2019 | $26.00 10/25/2019 | 61.79% | Post IPO |
|
APRE
Aprea Therapeutics Inc.
|
NASDAQ | Sold on 10/25/19 | $15.00 10/03/2019 | $26.00 10/25/2019 | 73.33% | Pre IPO |
|
BNTX
BioNTech SE
|
NASDAQ | Sold on 10/25/19 | $15.00 10/09/2019 | $17.91 10/25/2019 | 19.4% | Pre IPO |
|
CELGZ
Celgene CVR
|
NYSE US Comp | USD | $0.64 07/19/2018 | $0.88 09/26/2019 | 37.5% | Sold on 9/26/2019 |
|
MDLA
Medallia Inc.
|
NYSE US Comp | Sold on 9/13/19 | $21.00 07/19/2019 | $31.90 09/13/2019 | 51.9% | Pre IPO |
|
CAJ
Canon Inc.
|
NYSE US Comp | USD | $34.22 05/17/2018 | $25.82 08/14/2019 | -20.34% | Sold on 8/14/2019 |
|
NOG
Northern Oil & Gas Inc.
|
NYSE US Comp | USD | $2.40 05/17/2018 | $1.63 08/14/2019 | -32.08% | Sold on 8/14/2019 |
| TMX Grp TSX | CAD | C$18.25 01/28/2019 | C$18.15 08/14/2019 | 3.27% | Sold on 8/14/2019 | |
| Other OTC Mk | USD | $0.55 05/24/2019 | $0.45 08/14/2019 | -18.18% | Sold on 8/14/2019 | |
| Other OTC Mk | USD | $0.02 05/24/2019 | $0.01 08/14/2019 | -66.67% | Sold on 8/14/2019 | |
|
FSLY
Fastly Inc.
|
NYSE US Comp | Sold on 8/9/19 | $23.99 05/17/2019 | $15.71 08/09/2019 | -34.51% | Post IPO |
|
PROS
ProSight Global Inc.
|
NYSE US Comp | Sold on 8/7/19 | $16.39 07/25/2019 | $18.47 08/07/2019 | 12.69% | Post IPO |
|
CSTL
Castle Biosciences Inc.
|
NASDAQ | Sold on 8/7/19 | $18.96 07/25/2019 | $21.91 08/07/2019 | 15.56% | Post IPO |
|
CSTL
Castle Biosciences Inc.
|
NASDAQ | Sold on 8/7/19 | $16.00 07/23/2019 | $21.91 08/07/2019 | 36.94% | Pre IPO |
|
HCAT
Health Catalyst Inc.
|
NASDAQ | Sold on 8/7/19 | $26.00 07/23/2019 | $40.83 08/07/2019 | 57.04% | Pre IPO |
|
HCAT
Health Catalyst Inc.
|
NASDAQ | Sold on 8/7/19 | $38.79 07/25/2019 | $40.83 08/07/2019 | 5.26% | Post IPO |
|
LVGO
Livongo Health Inc.
|
NASDAQ | Sold on 8/7/19 | $28.00 07/23/2019 | $33.98 08/07/2019 | 21.36% | Pre IPO |
|
PROS
ProSight Global Inc.
|
NYSE US Comp | Sold on 8/7/19 | $15.76 07/23/2019 | $18.47 08/07/2019 | 17.2% | Pre IPO |
|
VHC
VirnetX Holding Corp.
|
NYSE US Comp | USD | $2.95 05/11/2018 | $7.86 08/01/2019 | 166.44% | Sold on 8/01/2019 |
|
UUUU
Energy Fuels Inc.
|
NYSE US Comp | USD | $2.09 06/27/2018 | $2.12 07/12/2019 | 1.44% | Sold on 7/12/19 |
|
AVTR
Avantor Inc.
|
NYSE US Comp | Sold on 7/12/19 | $17.30 05/22/2019 | $18.26 07/12/2019 | 5.55% | Post IPO |
|
KERN
MTech Acquisition Corp.
|
NASDAQ | USD | $10.14 03/07/2019 | $43.87 06/20/2019 | 332.64% | Sold on 6/20/19 |
| Other OTC Mk | USD | $1.35 06/05/2018 | $0.80 06/06/2019 | -27.96% | Sold on 6/6/19 | |
| Other OTC Mk | USD | $1.20 05/17/2018 | $0.75 06/06/2019 | -23.25% | Sold on 6/6/19 | |
|
GCVRZ
Sanofi CVR
|
NASDAQ | USD | $0.50 07/19/2018 | $0.50 02/26/2019 | -0.66% | Sold on 2/26/19 |
| NASDAQ | USD | $0.02 07/19/2018 | $0.00 11/07/2018 | -92.5% | Sold on 11/7/18 |