CWM
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Centric Wealth Management’s NetApp NTAP Stock Holding History

Centric Wealth Management’s Portfolio NTAP Stock Details NTAP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26,572
Closed -$3.22M – 181
2024
Q3 		$3.22M Buy
26,572
+693
+3% +$83.9K 0.86% 33
2024
Q2 		$3.26M Buy
+25,879
New +$3.26M 0.94% 34