VFA
Values First Advisors’s RingCentral RNG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,254
| Closed | -$422K | – | 175 |
|
2021
Q4 | $422K | Buy |
2,254
+69
| +3% | +$12.9K | 0.25% | 107 |
|
2021
Q3 | $475K | Buy |
2,185
+582
| +36% | +$127K | 0.31% | 98 |
|
2021
Q2 | $466K | Buy |
1,603
+391
| +32% | +$114K | 0.32% | 103 |
|
2021
Q1 | $361K | Buy |
1,212
+63
| +5% | +$18.8K | 0.27% | 111 |
|
2020
Q4 | $435K | Hold |
1,149
| – | – | 0.35% | 96 |
|
2020
Q3 | $316K | Buy |
+1,149
| New | +$316K | 0.29% | 113 |
|