WFA
West Financial Advisors’s Corteva CTVA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $97.1K | Hold |
1,303
| – | – | 0.02% | 77 |
|
2025
Q1 | $82K | Hold |
1,303
| – | – | 0.02% | 83 |
|
2024
Q4 | $74.2K | Hold |
1,303
| – | – | 0.01% | 83 |
|
2024
Q3 | $76.6K | Hold |
1,303
| – | – | 0.01% | 73 |
|
2024
Q2 | $70.3K | Hold |
1,303
| – | – | 0.01% | 73 |
|
2024
Q1 | $75.1K | Sell |
1,303
-249
| -16% | -$14.4K | 0.02% | 70 |
|
2023
Q4 | $74.4K | Sell |
1,552
-1,771
| -53% | -$84.9K | 0.02% | 72 |
|
2023
Q3 | $170K | Sell |
3,323
-1,445
| -30% | -$73.9K | 0.04% | 55 |
|
2023
Q2 | $273K | Buy |
4,768
+55
| +1% | +$3.15K | 0.07% | 46 |
|
2023
Q1 | $284K | Buy |
4,713
+1,198
| +34% | +$72.3K | 0.07% | 45 |
|
2022
Q4 | $207K | Sell |
3,515
-608
| -15% | -$35.7K | 0.06% | 47 |
|
2022
Q3 | $236K | Hold |
4,123
| – | – | 0.07% | 48 |
|
2022
Q2 | $223K | Buy |
4,123
+1,921
| +87% | +$104K | 0.06% | 48 |
|
2022
Q1 | $127K | Hold |
2,202
| – | – | 0.03% | 73 |
|
2021
Q4 | $104K | Hold |
2,202
| – | – | 0.03% | 86 |
|
2021
Q3 | $93K | Hold |
2,202
| – | – | 0.03% | 80 |
|
2021
Q2 | $98K | Hold |
2,202
| – | – | 0.03% | 70 |
|
2021
Q1 | $103K | Hold |
2,202
| – | – | 0.03% | 72 |
|
2020
Q4 | $85K | Buy |
+2,202
| New | +$85K | 0.03% | 77 |
|