CWM
Cadence Wealth Management’s Greif GEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,508
| Closed | -$282K | – | 48 |
|
|
2024
Q3 | $282K | Buy |
4,508
+48
| +1% | +$3.01K | 0.23% | 34 |
|
|
2024
Q2 | $256K | Buy |
4,460
+444
| +11% | +$25.5K | 0.18% | 40 |
|
|
2024
Q1 | $277K | Buy |
4,016
+17
| +0.4% | +$1.17K | 0.29% | 32 |
|
|
2023
Q4 | $262K | Buy |
3,999
+193
| +5% | +$12.7K | 0.21% | 31 |
|
|
2023
Q3 | $254K | Buy |
3,806
+750
| +25% | +$50.1K | 0.21% | 34 |
|
|
2023
Q2 | $211K | Buy |
+3,056
| New | +$211K | 0.2% | 34 |
|