CWM
Campbell Wealth Management’s Telos TLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $156K | Hold |
45,704
| – | – | 0.01% | 97 |
|
|
2024
Q3 | $164K | Hold |
45,704
| – | – | 0.01% | 70 |
|
|
2024
Q2 | $184K | Hold |
45,704
| – | – | 0.06% | 50 |
|
|
2024
Q1 | $190K | Hold |
45,704
| – | – | 0.02% | 92 |
|
|
2023
Q4 | $167K | Hold |
45,704
| – | – | 0.02% | 62 |
|
|
2023
Q3 | $109K | Hold |
45,704
| – | – | 0.01% | 75 |
|
|
2023
Q2 | $117K | Hold |
45,704
| – | – | 0.02% | 76 |
|
|
2023
Q1 | $116K | Hold |
45,704
| – | – | 0.01% | 73 |
|
|
2022
Q4 | $233K | Hold |
45,704
| – | – | 0.03% | 65 |
|
|
2022
Q3 | $406K | Buy |
+45,704
| New | +$406K | 0.06% | 41 |
|
|
2022
Q2 | – | Sell |
-63,209
| Closed | -$630K | – | 74 |
|
|
2022
Q1 | $630K | Buy |
+63,209
| New | +$630K | 0.08% | 29 |
|