CWA
Clearview Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-349
| Closed | -$26.7K | – | 348 |
|
|
2023
Q2 | $26.7K | Sell |
349
-69
| -17% | -$5.27K | 0.03% | 240 |
|
|
2023
Q1 | $30.4K | Sell |
418
-6,658
| -94% | -$485K | 0.03% | 227 |
|
|
2022
Q4 | $492K | Sell |
7,076
-2,384
| -25% | -$166K | 0.38% | 62 |
|
|
2022
Q3 | $652K | Sell |
9,460
-4,213
| -31% | -$290K | 0.52% | 34 |
|
|
2022
Q2 | $948K | Buy |
13,673
+12,050
| +742% | +$835K | 0.71% | 25 |
|
|
2022
Q1 | $135K | Buy |
+1,623
| New | +$135K | 0.09% | 110 |
|