CWM
C2C Wealth Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,950
| Closed | -$644K | – | 184 |
|
|
2023
Q3 | $644K | Buy |
1,950
+1,300
| +200% | +$429K | 0.09% | 114 |
|
|
2023
Q2 | $292K | Buy |
+650
| New | +$292K | 0.04% | 203 |
|
|
2022
Q1 | – | Sell |
-1,175
| Closed | -$640K | – | 220 |
|
|
2021
Q4 | $640K | Buy |
+1,175
| New | +$640K | 0.09% | 113 |
|