Laurel Wealth Advisors (California)’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-18,392
| Closed | -$567K | – | 357 |
|
|
2017
Q3 | $567K | Sell |
18,392
-1,027
| -5% | -$31.7K | 0.19% | 125 |
|
|
2017
Q2 | $627K | Sell |
19,419
-3,008
| -13% | -$97.1K | 0.22% | 112 |
|
|
2017
Q1 | $501K | Sell |
22,427
-585
| -3% | -$13.1K | 0.19% | 133 |
|
|
2016
Q4 | $548K | Sell |
23,012
-627
| -3% | -$14.9K | 0.24% | 107 |
|
|
2016
Q3 | $360K | Sell |
23,639
-2,396
| -9% | -$36.5K | 0.17% | 149 |
|
|
2016
Q2 | $742K | Sell |
26,035
-115
| -0.4% | -$3.28K | 0.36% | 76 |
|
|
2016
Q1 | $595K | Sell |
26,150
-2,615
| -9% | -$59.5K | 0.3% | 88 |
|
|
2015
Q4 | $601K | Buy |
+28,765
| New | +$601K | 0.31% | 86 |
|