CWP
CFM Wealth Partners’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,263
| Closed | -$271K | – | 186 |
|
|
2022
Q1 | $271K | Hold |
1,263
| – | – | 0.06% | 155 |
|
|
2021
Q4 | $279K | Hold |
1,263
| – | – | 0.06% | 151 |
|
|
2021
Q3 | $252K | Hold |
1,263
| – | – | 0.06% | 159 |
|
|
2021
Q2 | $221K | Sell |
1,263
-3
| -0.2% | -$525 | 0.06% | 163 |
|
|
2021
Q1 | $224K | Sell |
1,266
-100
| -7% | -$17.7K | 0.07% | 153 |
|
|
2020
Q4 | $284K | Sell |
1,366
-27
| -2% | -$5.61K | 0.09% | 121 |
|
|
2020
Q3 | $258K | Hold |
1,393
| – | – | 0.09% | 121 |
|
|
2020
Q2 | $237K | Sell |
1,393
-94
| -6% | -$16K | 0.09% | 131 |
|
|
2020
Q1 | $207K | Hold |
1,487
| – | – | 0.1% | 124 |
|
|
2019
Q4 | $239K | Buy |
+1,487
| New | +$239K | 0.09% | 132 |
|