CWM
VLTA

Centric Wealth Management’s Volta Inc. VLTA Stock Holding History

Centric Wealth Management’s Portfolio VLTA Stock Details VLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100,000
Closed -$121K – 129
2022
Q3 		$121K Hold
100,000
– – 0.05% 113
2022
Q2 		$130K Hold
100,000
– – 0.05% 124
2022
Q1 		$305K Buy
100,000
+40,000
+67% +$122K 0.1% 124
2021
Q4 		$440K Buy
+60,000
New +$440K 0.14% 102