Capital Fund Management (CFM)
WK icon

Capital Fund Management (CFM)’s Workiva WK Stock Holding History

Capital Fund Management (CFM)’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,984
Closed -$923K – 1893
2022
Q2 		$923K Sell
13,984
-25,918
-65% -$2.16M 0.02% 1101
2022
Q1 		$4.71M Buy
39,902
+21,234
+114% +$2.35M 0.13% 594
2021
Q4 		$2.44M Buy
+18,668
New +$2.63M 0.06% 955
2020
Q2 		– Sell
-9,334
Closed -$302K – 1757
2020
Q1 		$302K Sell
9,334
-6,216
-40% -$258K 0.01% 1225
2019
Q4 		$654K Sell
15,550
-1,950
-11% -$82.1K 0.02% 1275
2019
Q3 		$767K Sell
17,500
-3,300
-16% -$174K 0.02% 1096
2019
Q2 		$1.21M Buy
20,800
+14,600
+235% +$782K 0.03% 958
2019
Q1 		$314K Buy
+6,200
New +$273K 0.01% 1432
2018
Q3 		– Sell
-12,700
Closed -$310K – 2476
2018
Q2 		$310K Buy
+12,700
New +$320K ﹤0.01% 1775

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