AWM
Ameliora Wealth Management’s CRA International CRAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-122
| Closed | -$21K | – | 168 |
|
|
2024
Q2 | $21K | Hold |
122
| – | – | 0.01% | 147 |
|
|
2024
Q1 | $18.2K | Hold |
122
| – | – | 0.01% | 164 |
|
|
2023
Q4 | $12.1K | Hold |
122
| – | – | 0.01% | 157 |
|
|
2023
Q3 | $12.3K | Hold |
122
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $12.4K | Buy |
+122
| New | +$12.4K | 0.01% | 164 |
|