CWP
CFM Wealth Partners’s RB Global RBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,291
| Closed | -$264K | – | 187 |
|
|
2021
Q3 | $264K | Hold |
4,291
| – | – | 0.07% | 155 |
|
|
2021
Q2 | $254K | Sell |
4,291
-1
| -0% | -$59 | 0.07% | 150 |
|
|
2021
Q1 | $251K | Sell |
4,292
-340
| -7% | -$19.9K | 0.08% | 142 |
|
|
2020
Q4 | $322K | Sell |
4,632
-94
| -2% | -$6.54K | 0.1% | 113 |
|
|
2020
Q3 | $280K | Hold |
4,726
| – | – | 0.1% | 117 |
|
|
2020
Q2 | $192K | Sell |
4,726
-320
| -6% | -$13K | 0.07% | 150 |
|
|
2020
Q1 | $173K | Buy |
+5,046
| New | +$173K | 0.08% | 144 |
|