Clearview Wealth Advisors’s Copel ELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,278
| Closed | -$15.7K | – | 265 |
|
|
2023
Q2 | $15.7K | Buy |
2,278
+2
| +0.1% | +$14 | 0.02% | 306 |
|
|
2023
Q1 | $12.2K | Hold |
2,276
| – | – | 0.01% | 334 |
|
|
2022
Q4 | $13.1K | Buy |
2,276
+51
| +2% | +$293 | 0.01% | 298 |
|
|
2022
Q3 | $11K | Buy |
2,225
+185
| +9% | +$915 | 0.01% | 324 |
|
|
2022
Q2 | $10K | Hold |
2,040
| – | – | 0.01% | 350 |
|
|
2022
Q1 | $13K | Hold |
2,040
| – | – | 0.01% | 345 |
|
|
2021
Q4 | $9K | Buy |
2,040
+150
| +8% | +$662 | 0.01% | 433 |
|
|
2021
Q3 | $10K | Buy |
1,890
+22
| +1% | +$116 | 0.01% | 418 |
|
|
2021
Q2 | $9K | Hold |
1,868
| – | – | 0.01% | 447 |
|
|
2021
Q1 | $9K | Hold |
1,868
| – | – | 0.01% | 418 |
|
|
2020
Q4 | $11K | Buy |
+1,868
| New | +$11K | 0.01% | 362 |
|