Avidian Wealth Enterprises’s Conformis, Inc. Common Stock CFMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-34,189
| Closed | -$74.9K | – | 432 |
|
2023
Q2 | $74.9K | Sell |
34,189
-2,819
| -8% | -$6.17K | ﹤0.01% | 403 |
|
2023
Q1 | $59.6K | Hold |
37,008
| – | – | ﹤0.01% | 465 |
|
2022
Q4 | $123K | Buy |
37,008
+1,999
| +6% | +$6.64K | 0.01% | 434 |
|
2022
Q3 | $167K | Hold |
35,009
| – | – | 0.01% | 396 |
|
2022
Q2 | $310K | Buy |
35,009
+14,610
| +72% | +$129K | 0.02% | 343 |
|
2022
Q1 | $318K | Buy |
20,399
+9,360
| +85% | +$146K | 0.02% | 366 |
|
2021
Q4 | $210K | Buy |
11,039
+6,990
| +173% | +$133K | 0.01% | 478 |
|
2021
Q3 | $135K | Buy |
+4,049
| New | +$135K | 0.01% | 363 |
|