VWA
CCT
V Wealth Advisors’s Corporate Capital Trust, Inc. CCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-23,622
| Closed | -$360K | – | 239 |
|
|
2018
Q3 | $360K | Hold |
23,622
| – | – | 0.17% | 153 |
|
|
2018
Q2 | $380K | Hold |
23,622
| – | – | 0.21% | 117 |
|
|
2018
Q1 | $402K | Buy |
23,622
+119
| +0.5% | +$2.03K | 0.21% | 118 |
|
|
2017
Q4 | $382K | Buy |
+23,503
| New | +$382K | 0.19% | 127 |
|