CWP
CFM Wealth Partners’s Star Bulk Carriers SBLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Hold |
112,601
| – | – | 0.31% | 58 |
|
|
2025
Q1 | $1.75M | Buy |
112,601
+6,482
| +6% | +$101K | 0.31% | 62 |
|
|
2024
Q4 | $1.59M | Buy |
106,119
+9,895
| +10% | +$148K | 0.27% | 63 |
|
|
2024
Q3 | $2.28M | Buy |
96,224
+6,827
| +8% | +$162K | 0.4% | 54 |
|
|
2024
Q2 | $2.18M | Buy |
89,397
+6,226
| +7% | +$152K | 0.4% | 56 |
|
|
2024
Q1 | $1.99M | Hold |
83,171
| – | – | 0.4% | 59 |
|
|
2023
Q4 | $1.77M | Buy |
+83,171
| New | +$1.77M | 0.4% | 59 |
|
|
2023
Q3 | – | Sell |
-84,219
| Closed | -$1.49M | – | 157 |
|
|
2023
Q2 | $1.49M | Buy |
84,219
+21
| +0% | +$372 | 0.36% | 64 |
|
|
2023
Q1 | $1.78M | Buy |
+84,198
| New | +$1.78M | 0.48% | 56 |
|
|
2022
Q4 | – | Sell |
-50,000
| Closed | -$874K | – | 162 |
|
|
2022
Q3 | $874K | Buy |
+50,000
| New | +$874K | 0.28% | 78 |
|