CWA
Clearview Wealth Advisors’s Cerence CRNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,614
| Closed | -$346K | – | 111 |
|
|
2023
Q4 | $346K | Buy |
17,614
+5,493
| +45% | +$108K | 0.4% | 81 |
|
|
2023
Q3 | $247K | Buy |
12,121
+11,976
| +8,259% | +$244K | 0.31% | 105 |
|
|
2023
Q2 | $4.24K | Hold |
145
| – | – | ﹤0.01% | 444 |
|
|
2023
Q1 | $4.07K | Buy |
145
+6
| +4% | +$169 | ﹤0.01% | 449 |
|
|
2022
Q4 | $2.58K | Sell |
139
-181
| -57% | -$3.35K | ﹤0.01% | 460 |
|
|
2022
Q3 | $5K | Sell |
320
-174
| -35% | -$2.72K | ﹤0.01% | 404 |
|
|
2022
Q2 | $12K | Sell |
494
-2
| -0.4% | -$49 | 0.01% | 335 |
|
|
2022
Q1 | $18K | Buy |
496
+114
| +30% | +$4.14K | 0.01% | 311 |
|
|
2021
Q4 | $29K | Buy |
382
+1
| +0.3% | +$76 | 0.02% | 283 |
|
|
2021
Q3 | $37K | Hold |
381
| – | – | 0.02% | 266 |
|
|
2021
Q2 | $41K | Buy |
381
+16
| +4% | +$1.72K | 0.03% | 257 |
|
|
2021
Q1 | $33K | Buy |
365
+47
| +15% | +$4.25K | 0.02% | 270 |
|
|
2020
Q4 | $32K | Buy |
+318
| New | +$32K | 0.02% | 241 |
|