MWM
Mission Wealth Management’s Clover Health Investments CLOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.6K | Hold |
25,650
| – | – | ﹤0.01% | 642 |
|
|
2025
Q1 | $92.1K | Hold |
25,650
| – | – | ﹤0.01% | 619 |
|
|
2024
Q4 | $80.8K | Sell |
25,650
-4
| -0% | -$13 | ﹤0.01% | 612 |
|
|
2024
Q3 | $72.3K | Buy |
25,654
+4
| +0% | +$11 | ﹤0.01% | 627 |
|
|
2024
Q2 | $31.6K | Buy |
25,650
+2,723
| +12% | +$3.35K | ﹤0.01% | 609 |
|
|
2024
Q1 | $18.2K | Hold |
22,927
| – | – | ﹤0.01% | 628 |
|
|
2023
Q4 | $21.8K | Sell |
22,927
-100
| -0.4% | -$95 | ﹤0.01% | 553 |
|
|
2023
Q3 | $24.9K | Hold |
23,027
| – | – | ﹤0.01% | 520 |
|
|
2023
Q2 | $20.7K | Buy |
23,027
+3,330
| +17% | +$2.99K | ﹤0.01% | 521 |
|
|
2023
Q1 | $16.6K | Buy |
19,697
+3,022
| +18% | +$2.55K | ﹤0.01% | 508 |
|
|
2022
Q4 | $15.5K | Buy |
16,675
+6,320
| +61% | +$5.87K | ﹤0.01% | 489 |
|
|
2022
Q3 | $18K | Buy |
+10,355
| New | +$18K | ﹤0.01% | 473 |
|