CWA
Clearview Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-579
| Closed | -$137K | – | 618 |
|
|
2023
Q2 | $137K | Sell |
579
-19
| -3% | -$4.51K | 0.14% | 124 |
|
|
2023
Q1 | $135K | Sell |
598
-56
| -9% | -$12.6K | 0.14% | 128 |
|
|
2022
Q4 | $136K | Sell |
654
-16
| -2% | -$3.33K | 0.11% | 99 |
|
|
2022
Q3 | $119K | Sell |
670
-31
| -4% | -$5.51K | 0.09% | 100 |
|
|
2022
Q2 | $138K | Sell |
701
-13
| -2% | -$2.56K | 0.1% | 97 |
|
|
2022
Q1 | $158K | Sell |
714
-1,267
| -64% | -$280K | 0.1% | 96 |
|
|
2021
Q4 | $429K | Buy |
1,981
+37
| +2% | +$8.01K | 0.26% | 77 |
|
|
2021
Q3 | $433K | Hold |
1,944
| – | – | 0.27% | 72 |
|
|
2021
Q2 | $455K | Sell |
1,944
-59
| -3% | -$13.8K | 0.28% | 72 |
|
|
2021
Q1 | $424K | Buy |
2,003
+55
| +3% | +$11.6K | 0.28% | 73 |
|
|
2020
Q4 | $426K | Buy |
+1,948
| New | +$426K | 0.29% | 67 |
|