Clearwater Capital Advisors’s GeneDx Holdings WGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-486
| Closed | -$5.85K | – | 159 |
|
|
2023
Q1 | $5.85K | Hold |
486
| – | – | ﹤0.01% | 153 |
|
|
2022
Q4 | $4.23K | Hold |
486
| – | – | ﹤0.01% | 160 |
|
|
2022
Q3 | $14K | Hold |
486
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $20K | Hold |
486
| – | – | ﹤0.01% | 151 |
|
|
2022
Q1 | $49K | Buy |
486
+109
| +29% | +$11K | 0.01% | 167 |
|
|
2021
Q4 | $56K | Buy |
377
+7
| +2% | +$1.04K | 0.01% | 168 |
|
|
2021
Q3 | $93K | Buy |
370
+63
| +21% | +$15.8K | 0.01% | 167 |
|
|
2021
Q2 | $142K | Buy |
+307
| New | +$142K | 0.02% | 167 |
|