GWMIA
Global Wealth Management Investment Advisory’s Clearfield CLFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15
| Closed | -$710 | – | 481 |
|
|
2023
Q2 | $710 | Buy |
+15
| New | +$710 | ﹤0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$2K | – | 202 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 407 |
|
|
2022
Q1 | $2K | Sell |
30
-10
| -25% | -$667 | ﹤0.01% | 409 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 408 |
|
|
2021
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 415 |
|
|
2021
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 436 |
|