CWS
Confluence Wealth Services’s Ecovyst ECVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,415
| Closed | -$120K | – | 345 |
|
|
2024
Q2 | $120K | Hold |
13,415
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $150K | Buy |
13,415
+315
| +2% | +$3.51K | 0.01% | 336 |
|
|
2023
Q4 | $128K | Hold |
13,100
| – | – | 0.01% | 287 |
|
|
2023
Q3 | $129K | Hold |
13,100
| – | – | 0.03% | 256 |
|
|
2023
Q2 | $150K | Hold |
13,100
| – | – | 0.03% | 258 |
|
|
2023
Q1 | $145K | Hold |
13,100
| – | – | 0.03% | 256 |
|
|
2022
Q4 | $116K | Hold |
13,100
| – | – | 0.03% | 231 |
|
|
2022
Q3 | $110K | Hold |
13,100
| – | – | 0.05% | 224 |
|
|
2022
Q2 | $124K | Hold |
13,100
| – | – | 0.05% | 266 |
|
|
2022
Q1 | $151K | Sell |
13,100
-2,578
| -16% | -$29.7K | 0.05% | 249 |
|
|
2021
Q4 | $160K | Buy |
+15,678
| New | +$160K | 0.05% | 250 |
|