CWP
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CFM Wealth Partners’s Gartner IT Stock Holding History

CFM Wealth Partners’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-189
Closed -$22K – 308
2020
Q2 		$22K Hold
189
– – 0.01% 351
2020
Q1 		$19K Hold
189
– – 0.01% 371
2019
Q4 		$30K Buy
+189
New +$30K 0.01% 326