CWM
Cedar Wealth Management’s Capri Holdings CPRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $249K | Hold |
14,092
| – | – | 0.08% | 72 |
|
2025
Q1 | $278K | Hold |
14,092
| – | – | 0.1% | 68 |
|
2024
Q4 | $297K | Sell |
14,092
-8,454
| -37% | -$178K | 0.11% | 61 |
|
2024
Q3 | $957K | Buy |
+22,546
| New | +$957K | 0.3% | 44 |
|
2023
Q3 | – | Sell |
-4,307
| Closed | -$155K | – | 294 |
|
2023
Q2 | $155K | Hold |
4,307
| – | – | 0.06% | 112 |
|
2023
Q1 | $202K | Hold |
4,307
| – | – | 0.08% | 98 |
|
2022
Q4 | $247K | Sell |
4,307
-4,322
| -50% | -$248K | 0.12% | 83 |
|
2022
Q3 | $332K | Hold |
8,629
| – | – | 0.17% | 80 |
|
2022
Q2 | $354K | Hold |
8,629
| – | – | 0.16% | 81 |
|
2022
Q1 | $443K | Buy |
+8,629
| New | +$443K | 0.18% | 78 |
|