VWA
V Wealth Advisors’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $611K | Sell |
9,700
-3,292
| -25% | -$208K | 0.49% | 42 |
|
|
2023
Q2 | $849K | Buy |
12,992
+5,050
| +64% | +$330K | 0.14% | 145 |
|
|
2023
Q1 | $490K | Sell |
7,942
-3,450
| -30% | -$213K | 0.09% | 197 |
|
|
2022
Q4 | $515K | Buy |
11,392
+4,200
| +58% | +$190K | 0.11% | 187 |
|
|
2022
Q3 | $398K | Buy |
7,192
+1,842
| +34% | +$102K | 0.08% | 233 |
|
|
2022
Q2 | $234K | Sell |
5,350
-2,325
| -30% | -$102K | 0.04% | 356 |
|
|
2022
Q1 | $919K | Buy |
7,675
+100
| +1% | +$12K | 0.15% | 162 |
|
|
2021
Q4 | $996K | Sell |
7,575
-50
| -0.7% | -$6.57K | 0.15% | 157 |
|
|
2021
Q3 | $859K | Sell |
7,625
-550
| -7% | -$62K | 0.13% | 170 |
|
|
2021
Q2 | $865K | Buy |
+8,175
| New | +$865K | 0.14% | 172 |
|