AWM
Avitas Wealth Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.46M | Sell |
13,593
-75
| -0.5% | -$8.08K | 0.2% | 109 |
|
|
2024
Q3 | $1.11M | Sell |
13,668
-62
| -0.5% | -$5.02K | 0.16% | 136 |
|
|
2024
Q2 | $1.14M | Sell |
13,730
-64
| -0.5% | -$5.3K | 0.17% | 131 |
|
|
2024
Q1 | $1.34M | Buy |
13,794
+61
| +0.4% | +$5.91K | 0.2% | 122 |
|
|
2023
Q4 | $1.14M | Buy |
13,733
+369
| +3% | +$30.7K | 0.19% | 121 |
|
|
2023
Q3 | $842K | Buy |
13,364
+2,202
| +20% | +$139K | 0.16% | 134 |
|
|
2023
Q2 | $730K | Sell |
11,162
-77
| -0.7% | -$5.03K | 0.13% | 138 |
|
|
2023
Q1 | $693K | Sell |
11,239
-201
| -2% | -$12.4K | 0.14% | 142 |
|
|
2022
Q4 | $517K | Sell |
11,440
-3,207
| -22% | -$145K | 0.11% | 138 |
|
|
2022
Q3 | $810K | Buy |
14,647
+4,043
| +38% | +$224K | 0.19% | 118 |
|
|
2022
Q2 | $464K | Buy |
10,604
+25
| +0.2% | +$1.09K | 0.1% | 147 |
|
|
2022
Q1 | $1.27M | Sell |
10,579
-15,025
| -59% | -$1.8M | 0.23% | 111 |
|
|
2021
Q4 | $3.37M | Sell |
25,604
-3,166
| -11% | -$416K | 0.56% | 72 |
|
|
2021
Q3 | $3.24M | Sell |
28,770
-216
| -0.7% | -$24.3K | 0.59% | 67 |
|
|
2021
Q2 | $3.07M | Buy |
28,986
+741
| +3% | +$78.4K | 0.55% | 69 |
|
|
2021
Q1 | $1.98M | Sell |
28,245
-15,112
| -35% | -$1.06M | 0.39% | 98 |
|
|
2020
Q4 | $3.3M | Buy |
43,357
+338
| +0.8% | +$25.7K | 0.67% | 45 |
|
|
2020
Q3 | $1.77M | Sell |
43,019
-6,823
| -14% | -$280K | 0.49% | 81 |
|
|
2020
Q2 | $1.79M | Buy |
+49,842
| New | +$1.79M | 0.6% | 61 |
|