VWA
V Wealth Advisors’s Nutrien NTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,857
| Closed | -$211K | – | 397 |
|
2023
Q1 | $211K | Sell |
2,857
-337
| -11% | -$24.9K | 0.04% | 352 |
|
2022
Q4 | $233K | Buy |
3,194
+97
| +3% | +$7.08K | 0.05% | 311 |
|
2022
Q3 | $258K | Sell |
3,097
-246
| -7% | -$20.5K | 0.05% | 312 |
|
2022
Q2 | $266K | Sell |
3,343
-1,000
| -23% | -$79.6K | 0.05% | 336 |
|
2022
Q1 | $452K | Buy |
4,343
+640
| +17% | +$66.6K | 0.07% | 262 |
|
2021
Q4 | $278K | Buy |
3,703
+158
| +4% | +$11.9K | 0.04% | 367 |
|
2021
Q3 | $230K | Hold |
3,545
| – | – | 0.04% | 404 |
|
2021
Q2 | $216K | Sell |
3,545
-510
| -13% | -$31.1K | 0.03% | 437 |
|
2021
Q1 | $219K | Buy |
+4,055
| New | +$219K | 0.04% | 391 |
|
2020
Q1 | – | Sell |
-4,271
| Closed | -$213K | – | 350 |
|
2019
Q4 | $213K | Hold |
4,271
| – | – | 0.08% | 260 |
|
2019
Q3 | $213K | Buy |
4,271
+75
| +2% | +$3.74K | 0.08% | 262 |
|
2019
Q2 | $224K | Hold |
4,196
| – | – | 0.09% | 240 |
|
2019
Q1 | $224K | Hold |
4,196
| – | – | 0.09% | 224 |
|
2018
Q4 | $206K | Hold |
4,196
| – | – | 0.1% | 200 |
|
2018
Q3 | $243K | Sell |
4,196
-346
| -8% | -$20K | 0.11% | 191 |
|
2018
Q2 | $247K | Sell |
4,542
-100
| -2% | -$5.44K | 0.14% | 172 |
|
2018
Q1 | $211K | Buy |
+4,642
| New | +$211K | 0.11% | 189 |
|