CWM
Circle Wealth Management’s Viavi Solutions VIAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-46,610
| Closed | -$698K | – | 220 |
|
|
2020
Q4 | $698K | Hold |
46,610
| – | – | 0.1% | 114 |
|
|
2020
Q3 | $547K | Buy |
46,610
+9,250
| +25% | +$109K | 0.09% | 105 |
|
|
2020
Q2 | $476K | Buy |
+37,360
| New | +$476K | 0.08% | 105 |
|
|
2020
Q1 | – | Sell |
-10,910
| Closed | -$164K | – | 215 |
|
|
2019
Q4 | $164K | Buy |
+10,910
| New | +$164K | 0.03% | 181 |
|