VWA
V Wealth Advisors’s Spectrum Brands SPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,800
| Closed | -$476K | – | 404 |
|
|
2022
Q2 | $476K | Sell |
5,800
-1,600
| -22% | -$131K | 0.09% | 223 |
|
|
2022
Q1 | $657K | Sell |
7,400
-400
| -5% | -$35.5K | 0.11% | 204 |
|
|
2021
Q4 | $793K | Sell |
7,800
-3,687
| -32% | -$375K | 0.12% | 177 |
|
|
2021
Q3 | $1.1M | Buy |
11,487
+2,825
| +33% | +$270K | 0.17% | 142 |
|
|
2021
Q2 | $737K | Buy |
+8,662
| New | +$737K | 0.12% | 195 |
|