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IA Invest MW Compounders Akk

Portfolio

Holdings
SymbolName CountrySectorIndustryMost recent quarter% of Total Shares% of Total AssetsSharesBook ValueMarket Price ValueFundamental Score 
BSVN.NASDAQBank7 CorpUSAFinancial ServicesBanks - Regional2024-09-300.5984.14355.9k$1.2m$2.4m
  
  

Trades

Adds
Report date: 2024-04-30
TradeCurrent
SymbolShares%Total$ RangePrice%
BSVN.NASDAQ5k9.2137.6k26-29$43.1365.4%
Report date: 2024-02-29
TradeCurrent
SymbolShares%Total$ RangePrice%
BSVN.NASDAQ7k14.8185.2k22-29$43.1395.6%
Report date: 2024-01-31
TradeCurrent
SymbolShares%Total$ RangePrice%
BSVN.NASDAQ6k14.5150.1k20-29$43.13115.7%
Report date: 2023-12-31
TradeCurrent
SymbolShares%Total$ RangePrice%
BSVN.NASDAQ10.1k32.3240k20-29$43.13120.8%
Report date: 2023-11-30
TradeCurrent
SymbolShares%Total$ RangePrice%
BSVN.NASDAQ7.2k30.4168k20-26$43.13120.8%
Report date: 2023-09-30
TradeCurrent
SymbolShares%Total$ RangePrice%
BSVN.NASDAQ5k26.3125.3k22-28$43.1396.5%
Report date: 2023-08-31
TradeCurrent
SymbolShares%Total$ RangePrice%
BSVN.NASDAQ3.5k22.687.9k22-28$43.1393.3%
Reduces
Report date: 2024-07-31
TradeCurrent
SymbolShares%Total$ RangePrice%
BSVN.NASDAQ-3.5k-5.9-111.6k27-42$43.1357.6%

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