CRWM
Castle Rock Wealth Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
12,943
+1,229
| +10% | +$244K | 0.6% | 43 |
|
|
2025
Q1 | $1.33M | Sell |
11,714
-3,760
| -24% | -$427K | 0.36% | 79 |
|
|
2024
Q4 | $2.65M | Sell |
15,474
-5,991
| -28% | -$1.03M | 0.63% | 37 |
|
|
2024
Q3 | $1.76M | Buy |
21,465
+2,684
| +14% | +$220K | 0.42% | 69 |
|
|
2024
Q2 | $1.58M | Buy |
18,781
+991
| +6% | +$83.2K | 0.39% | 72 |
|
|
2024
Q1 | $1.57M | Sell |
17,790
-525
| -3% | -$46.2K | 0.43% | 64 |
|
|
2023
Q4 | $1.4M | Buy |
18,315
+419
| +2% | +$32.1K | 0.42% | 60 |
|
|
2023
Q3 | $1.11M | Buy |
+17,896
| New | +$1.11M | 0.37% | 71 |
|
|
2022
Q4 | – | Sell |
-11,926
| Closed | -$596K | – | 227 |
|
|
2022
Q3 | $596K | Buy |
+11,926
| New | +$596K | 0.3% | 87 |
|
|
2022
Q1 | – | Sell |
-10,464
| Closed | -$927K | – | 253 |
|
|
2021
Q4 | $927K | Sell |
10,464
-1,836
| -15% | -$163K | 0.38% | 72 |
|
|
2021
Q3 | $2.58M | Sell |
12,300
-326
| -3% | -$68.5K | 0.88% | 25 |
|
|
2021
Q2 | $1.58M | Sell |
12,626
-188
| -1% | -$23.6K | 0.58% | 50 |
|
|
2021
Q1 | $967K | Buy |
12,814
+1,189
| +10% | +$89.7K | 0.39% | 95 |
|
|
2020
Q4 | $970K | Sell |
11,625
-7,462
| -39% | -$623K | 0.4% | 76 |
|
|
2020
Q3 | $1.05M | Buy |
19,087
+10,854
| +132% | +$597K | 0.69% | 46 |
|
|
2020
Q2 | $348K | Buy |
+8,233
| New | +$348K | 0.2% | 144 |
|