CHJWM
FPI
Carlton Hofferkamp & Jenks Wealth Management’s Farmland Partners FPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,745
| Closed | -$256K | – | 136 |
|
|
2022
Q4 | $256K | Sell |
19,745
-4,500
| -19% | -$58.4K | 0.11% | 116 |
|
|
2022
Q3 | $325K | Sell |
24,245
-700
| -3% | -$9.38K | 0.15% | 103 |
|
|
2022
Q2 | $354K | Hold |
24,945
| – | – | 0.16% | 103 |
|
|
2022
Q1 | $372K | Sell |
24,945
-450
| -2% | -$6.71K | 0.15% | 102 |
|
|
2021
Q4 | $283K | Sell |
25,395
-400
| -2% | -$4.46K | 0.12% | 113 |
|
|
2021
Q3 | $312K | Sell |
25,795
-200
| -0.8% | -$2.42K | 0.13% | 116 |
|
|
2021
Q2 | $322K | Buy |
25,995
+11,495
| +79% | +$142K | 0.14% | 111 |
|
|
2021
Q1 | $197K | Buy |
+14,500
| New | +$197K | 0.09% | 125 |
|