VWA
V Wealth Advisors’s Cameco CCJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,934
| Closed | -$280K | – | 149 |
|
|
2023
Q2 | $280K | Sell |
8,934
-200
| -2% | -$6.27K | 0.05% | 297 |
|
|
2023
Q1 | $239K | Hold |
9,134
| – | – | 0.04% | 331 |
|
|
2022
Q4 | $207K | Hold |
9,134
| – | – | 0.04% | 338 |
|
|
2022
Q3 | $242K | Buy |
+9,134
| New | +$242K | 0.05% | 325 |
|
|
2022
Q2 | – | Sell |
-9,534
| Closed | -$277K | – | 414 |
|
|
2022
Q1 | $277K | Hold |
9,534
| – | – | 0.04% | 359 |
|
|
2021
Q4 | $208K | Sell |
9,534
-302
| -3% | -$6.59K | 0.03% | 426 |
|
|
2021
Q3 | $214K | Buy |
+9,836
| New | +$214K | 0.03% | 428 |
|
|
2017
Q3 | – | Sell |
-8,700
| Closed | -$81K | – | 267 |
|
|
2017
Q2 | $81K | Buy |
+8,700
| New | +$81K | 0.04% | 257 |
|