CFM Wealth Partners’s Grand Canyon Education LOPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,253
| Closed | -$201K | – | 188 |
|
2021
Q2 | $201K | Buy |
2,253
+2
| +0.1% | +$178 | 0.05% | 169 |
|
2021
Q1 | $241K | Buy |
2,251
+96
| +4% | +$10.3K | 0.07% | 146 |
|
2020
Q4 | $201K | Buy |
+2,155
| New | +$201K | 0.06% | 159 |
|
2020
Q3 | – | Sell |
-2,200
| Closed | -$199K | – | 335 |
|
2020
Q2 | $199K | Sell |
2,200
-149
| -6% | -$13.5K | 0.08% | 143 |
|
2020
Q1 | $179K | Hold |
2,349
| – | – | 0.08% | 138 |
|
2019
Q4 | $226K | Buy |
+2,349
| New | +$226K | 0.08% | 135 |
|