AWE
Avidian Wealth Enterprises’s ClearSign Technologies CLIR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-125,995
| Closed | -$101K | – | 420 |
|
|
2023
Q1 | $101K | Hold |
125,995
| – | – | 0.01% | 459 |
|
|
2022
Q4 | $67.5K | Buy |
125,995
+10,000
| +9% | +$5.36K | ﹤0.01% | 438 |
|
|
2022
Q3 | $106K | Hold |
115,995
| – | – | 0.01% | 400 |
|
|
2022
Q2 | $140K | Hold |
115,995
| – | – | 0.01% | 428 |
|
|
2022
Q1 | $189K | Hold |
115,995
| – | – | 0.01% | 455 |
|
|
2021
Q4 | $160K | Hold |
115,995
| – | – | 0.01% | 492 |
|
|
2021
Q3 | $232K | Buy |
115,995
+27,000
| +30% | +$54K | 0.02% | 333 |
|
|
2021
Q2 | $427K | Hold |
88,995
| – | – | 0.03% | 249 |
|
|
2021
Q1 | $505K | Sell |
88,995
-27,000
| -23% | -$153K | 0.04% | 210 |
|
|
2020
Q4 | $340K | Hold |
115,995
| – | – | 0.03% | 235 |
|
|
2020
Q3 | $262K | Hold |
115,995
| – | – | 0.03% | 233 |
|
|
2020
Q2 | $241K | Hold |
115,995
| – | – | 0.03% | 224 |
|
|
2020
Q1 | $84K | Buy |
115,995
+20,000
| +21% | +$14.5K | 0.01% | 203 |
|
|
2019
Q4 | $73K | Hold |
95,995
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $115K | Hold |
95,995
| – | – | 0.02% | 187 |
|
|
2019
Q2 | $110K | Buy |
95,995
+16,495
| +21% | +$18.9K | 0.03% | 143 |
|
|
2019
Q1 | $72K | Hold |
79,500
| – | – | 0.02% | 132 |
|
|
2018
Q4 | $81K | Buy |
79,500
+40,000
| +101% | +$40.8K | 0.03% | 90 |
|
|
2018
Q3 | $63K | Hold |
39,500
| – | – | 0.02% | 104 |
|
|
2018
Q2 | $79K | Hold |
39,500
| – | – | 0.02% | 100 |
|
|
2018
Q1 | $80K | Buy |
39,500
+12,500
| +46% | +$25.3K | 0.03% | 96 |
|
|
2017
Q4 | $97 | Buy |
27,000
+12,000
| +80% | +$43 | 0.03% | 103 |
|
|
2017
Q3 | $53K | Buy |
+15,000
| New | +$53K | 0.02% | 91 |
|