V Wealth Advisors’s Adeia ADEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-37,611
| Closed | -$188K | – | 436 |
|
|
2021
Q4 | $188K | Sell |
37,611
-6,426
| -15% | -$32.1K | 0.03% | 437 |
|
|
2021
Q3 | $219K | Sell |
44,037
-13,986
| -24% | -$69.6K | 0.03% | 419 |
|
|
2021
Q2 | $341K | Sell |
58,023
-13,230
| -19% | -$77.8K | 0.05% | 339 |
|
|
2021
Q1 | $410K | Hold |
71,253
| – | – | 0.08% | 286 |
|
|
2020
Q4 | $394K | Sell |
71,253
-1,890
| -3% | -$10.5K | 0.08% | 247 |
|
|
2020
Q3 | $222K | Buy |
+73,143
| New | +$222K | 0.15% | 155 |
|