IWA
IVC Wealth Advisors’s Plug Power PLUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,765
| Closed | -$97K | – | 171 |
|
|
2023
Q3 | $97K | Buy |
12,765
+790
| +7% | +$6K | 0.06% | 149 |
|
|
2023
Q2 | $124K | Buy |
+11,975
| New | +$124K | 0.08% | 155 |
|
|
2022
Q2 | – | Sell |
-7,700
| Closed | -$220K | – | 145 |
|
|
2022
Q1 | $220K | Buy |
+7,700
| New | +$220K | 0.14% | 138 |
|