VWA
ITI
V Wealth Advisors’s Iteris, Inc. ITI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32,200
| Closed | -$128K | – | 383 |
|
|
2023
Q2 | $128K | Sell |
32,200
-1,500
| -4% | -$5.94K | 0.02% | 375 |
|
|
2023
Q1 | $158K | Buy |
33,700
+18,500
| +122% | +$86.8K | 0.03% | 368 |
|
|
2022
Q4 | $47.3K | Hold |
15,200
| – | – | 0.01% | 360 |
|
|
2022
Q3 | $45K | Hold |
15,200
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $44K | Hold |
15,200
| – | – | 0.01% | 402 |
|
|
2022
Q1 | $45K | Sell |
15,200
-1,000
| -6% | -$2.96K | 0.01% | 434 |
|
|
2021
Q4 | $65K | Hold |
16,200
| – | – | 0.01% | 447 |
|
|
2021
Q3 | $86K | Hold |
16,200
| – | – | 0.01% | 464 |
|
|
2021
Q2 | $109K | Buy |
16,200
+1,500
| +10% | +$10.1K | 0.02% | 458 |
|
|
2021
Q1 | $91K | Buy |
14,700
+4,500
| +44% | +$27.9K | 0.02% | 418 |
|
|
2020
Q4 | $58K | Buy |
+10,200
| New | +$58K | 0.01% | 377 |
|