BPWA
Beacon Pointe Wealth Advisors’s INNOVATE Corp VATE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $23K | Hold |
10,300
| – | – | ﹤0.01% | 271 |
|
2019
Q3 | $24K | Buy |
10,300
+300
| +3% | +$699 | 0.01% | 256 |
|
2019
Q2 | $23K | Hold |
10,000
| – | – | ﹤0.01% | 263 |
|
2019
Q1 | $25K | Hold |
10,000
| – | – | 0.01% | 257 |
|
2018
Q4 | $27K | Buy |
+10,000
| New | +$27K | 0.01% | 218 |
|