CWS
Confluence Wealth Services’s ACV Auctions ACVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Hold |
10,258
| – | – | 0.01% | 354 |
|
|
2025
Q1 | $148K | Hold |
10,258
| – | – | 0.01% | 331 |
|
|
2024
Q4 | $227K | Hold |
10,258
| – | – | 0.01% | 306 |
|
|
2024
Q3 | $209K | Hold |
10,258
| – | – | 0.02% | 333 |
|
|
2024
Q2 | $187K | Hold |
10,258
| – | – | 0.01% | 357 |
|
|
2024
Q1 | $193K | Hold |
10,258
| – | – | 0.02% | 333 |
|
|
2023
Q4 | $155K | Sell |
10,258
-6,500
| -39% | -$98.5K | 0.02% | 286 |
|
|
2023
Q3 | $254K | Hold |
16,758
| – | – | 0.05% | 225 |
|
|
2023
Q2 | $289K | Hold |
16,758
| – | – | 0.06% | 217 |
|
|
2023
Q1 | $216K | Hold |
16,758
| – | – | 0.05% | 248 |
|
|
2022
Q4 | $138K | Sell |
16,758
-1,996
| -11% | -$16.4K | 0.04% | 230 |
|
|
2022
Q3 | $134K | Sell |
18,754
-1,996
| -10% | -$14.3K | 0.06% | 222 |
|
|
2022
Q2 | $179K | Hold |
20,750
| – | – | 0.08% | 259 |
|
|
2022
Q1 | $307K | Buy |
20,750
+13,651
| +192% | +$202K | 0.11% | 191 |
|
|
2021
Q4 | $133K | Buy |
+7,099
| New | +$133K | 0.04% | 282 |
|