CWA
Constellation Wealth Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-154,115
| Closed | -$1.74M | – | 112 |
|
|
2015
Q2 | $1.74M | Buy |
154,115
+13,650
| +10% | +$154K | 0.15% | 103 |
|
|
2015
Q1 | $1.78M | Sell |
140,465
-11,410
| -8% | -$145K | 0.16% | 93 |
|
|
2014
Q4 | $1.7M | Buy |
+151,875
| New | +$1.7M | 0.14% | 87 |
|