VWA
V Wealth Advisors’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,881
| Closed | -$213K | – | 364 |
|
|
2019
Q4 | $213K | Hold |
6,881
| – | – | 0.08% | 261 |
|
|
2019
Q3 | $213K | Sell |
6,881
-84
| -1% | -$2.6K | 0.08% | 263 |
|
|
2019
Q2 | $233K | Buy |
6,965
+1
| +0% | +$33 | 0.09% | 233 |
|
|
2019
Q1 | $219K | Sell |
6,964
-178
| -2% | -$5.6K | 0.09% | 228 |
|
|
2018
Q4 | $212K | Hold |
7,142
| – | – | 0.11% | 196 |
|
|
2018
Q3 | $212K | Hold |
7,142
| – | – | 0.1% | 208 |
|
|
2018
Q2 | $251K | Buy |
+7,142
| New | +$251K | 0.14% | 169 |
|