CWM
Circle Wealth Management’s Vodafone VOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,188
| Closed | -$272K | – | 104 |
|
|
2018
Q2 | $272K | Hold |
11,188
| – | – | 0.09% | 83 |
|
|
2018
Q1 | $311K | Hold |
11,188
| – | – | 0.11% | 72 |
|
|
2017
Q4 | $357K | Buy |
11,188
+3,450
| +45% | +$110K | 0.14% | 65 |
|
|
2017
Q3 | $220K | Hold |
7,738
| – | – | 0.09% | 80 |
|
|
2017
Q2 | $222K | Hold |
7,738
| – | – | 0.1% | 74 |
|
|
2017
Q1 | $205K | Buy |
+7,738
| New | +$205K | 0.1% | 72 |
|