CWP
CFM Wealth Partners’s Sprout Social SPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,203
| Closed | -$729K | – | 154 |
|
|
2024
Q1 | $729K | Sell |
12,203
-9,550
| -44% | -$570K | 0.15% | 86 |
|
|
2023
Q4 | $1.34M | Sell |
21,753
-171
| -0.8% | -$10.5K | 0.3% | 68 |
|
|
2023
Q3 | $1.09M | Sell |
21,924
-8,060
| -27% | -$402K | 0.29% | 64 |
|
|
2023
Q2 | $1.38M | Sell |
29,984
-3,403
| -10% | -$157K | 0.34% | 66 |
|
|
2023
Q1 | $2.03M | Hold |
33,387
| – | – | 0.55% | 51 |
|
|
2022
Q4 | $1.89M | Hold |
33,387
| – | – | 0.56% | 51 |
|
|
2022
Q3 | $2.03M | Sell |
33,387
-2,116
| -6% | -$128K | 0.65% | 45 |
|
|
2022
Q2 | $2.06M | Sell |
35,503
-1,279
| -3% | -$74.3K | 0.62% | 45 |
|
|
2022
Q1 | $2.95M | Sell |
36,782
-711
| -2% | -$57K | 0.71% | 35 |
|
|
2021
Q4 | $3.26M | Buy |
37,493
+1,565
| +4% | +$136K | 0.73% | 37 |
|
|
2021
Q3 | $4.38M | Buy |
35,928
+2,253
| +7% | +$275K | 1.1% | 23 |
|
|
2021
Q2 | $3.01M | Buy |
33,675
+1,208
| +4% | +$108K | 0.8% | 33 |
|
|
2021
Q1 | $1.88M | Buy |
32,467
+538
| +2% | +$31.1K | 0.57% | 46 |
|
|
2020
Q4 | $1.45M | Buy |
+31,929
| New | +$1.45M | 0.46% | 54 |
|