IWA
IVC Wealth Advisors’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
937
-77
| -8% | -$103K | 0.61% | 35 |
|
|
2025
Q1 | $946K | Buy |
1,014
+19
| +2% | +$17.7K | 0.51% | 44 |
|
|
2024
Q4 | $887K | Sell |
995
-5
| -0.5% | -$4.46K | 0.5% | 44 |
|
|
2024
Q3 | $709K | Sell |
1,000
-10
| -1% | -$7.09K | 0.39% | 59 |
|
|
2024
Q2 | $682K | Buy |
1,010
+29
| +3% | +$19.6K | 0.38% | 62 |
|
|
2024
Q1 | $596K | Sell |
981
-14
| -1% | -$8.5K | 0.34% | 67 |
|
|
2023
Q4 | $484K | Sell |
995
-77
| -7% | -$37.5K | 0.3% | 77 |
|
|
2023
Q3 | $405K | Buy |
1,072
+5
| +0.5% | +$1.89K | 0.27% | 92 |
|
|
2023
Q2 | $470K | Sell |
1,067
-47
| -4% | -$20.7K | 0.3% | 85 |
|
|
2023
Q1 | $385K | Sell |
1,114
-106
| -9% | -$36.6K | 0.27% | 88 |
|
|
2022
Q4 | $360K | Buy |
1,220
+5
| +0.4% | +$1.47K | 0.27% | 91 |
|
|
2022
Q3 | $286K | Buy |
+1,215
| New | +$286K | 0.23% | 105 |
|