VWA
V Wealth Advisors’s Magnite MGNI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-8,500
| Closed | -$238K | – | 473 |
|
2021
Q3 | $238K | Hold |
8,500
| – | – | 0.04% | 396 |
|
2021
Q2 | $288K | Hold |
8,500
| – | – | 0.05% | 377 |
|
2021
Q1 | $354K | Sell |
8,500
-3,900
| -31% | -$162K | 0.07% | 314 |
|
2020
Q4 | $381K | Buy |
+12,400
| New | +$381K | 0.08% | 257 |
|
2020
Q3 | – | Sell |
-14,500
| Closed | -$97K | – | 266 |
|
2020
Q2 | $97K | Hold |
14,500
| – | – | 0.03% | 336 |
|
2020
Q1 | $80K | Buy |
14,500
+500
| +4% | +$2.76K | 0.03% | 302 |
|
2019
Q4 | $122K | Hold |
14,000
| – | – | 0.04% | 279 |
|
2019
Q3 | $122K | Hold |
14,000
| – | – | 0.04% | 281 |
|
2019
Q2 | $89K | Buy |
+14,000
| New | +$89K | 0.03% | 269 |
|