CWP
XYZ
CFM Wealth Partners’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,060
| Closed | -$520K | – | 150 |
|
|
2024
Q2 | $520K | Sell |
8,060
-258
| -3% | -$16.6K | 0.1% | 99 |
|
|
2024
Q1 | $704K | Sell |
8,318
-456
| -5% | -$38.6K | 0.14% | 90 |
|
|
2023
Q4 | $679K | Sell |
8,774
-174
| -2% | -$13.5K | 0.15% | 92 |
|
|
2023
Q3 | $396K | Sell |
8,948
-10,638
| -54% | -$471K | 0.1% | 114 |
|
|
2023
Q2 | $1.3M | Sell |
19,586
-163
| -0.8% | -$10.9K | 0.32% | 69 |
|
|
2023
Q1 | $1.36M | Buy |
19,749
+322
| +2% | +$22.1K | 0.37% | 63 |
|
|
2022
Q4 | $1.22M | Sell |
19,427
-615
| -3% | -$38.6K | 0.37% | 69 |
|
|
2022
Q3 | $1.1M | Buy |
20,042
+863
| +4% | +$47.5K | 0.35% | 66 |
|
|
2022
Q2 | $1.18M | Sell |
19,179
-406
| -2% | -$25K | 0.35% | 68 |
|
|
2022
Q1 | $2.66M | Sell |
19,585
-827
| -4% | -$112K | 0.64% | 42 |
|
|
2021
Q4 | $3.35M | Buy |
20,412
+1,303
| +7% | +$214K | 0.75% | 34 |
|
|
2021
Q3 | $4.58M | Buy |
19,109
+1,124
| +6% | +$270K | 1.15% | 20 |
|
|
2021
Q2 | $4.44M | Buy |
17,985
+1,748
| +11% | +$431K | 1.18% | 19 |
|
|
2021
Q1 | $3.69M | Sell |
16,237
-114
| -0.7% | -$25.9K | 1.11% | 21 |
|
|
2020
Q4 | $3.56M | Buy |
16,351
+4,204
| +35% | +$915K | 1.13% | 21 |
|
|
2020
Q3 | $1.97M | Buy |
12,147
+1,386
| +13% | +$225K | 0.72% | 37 |
|
|
2020
Q2 | $1.13M | Buy |
10,761
+200
| +2% | +$21K | 0.43% | 52 |
|
|
2020
Q1 | $553K | Buy |
10,561
+628
| +6% | +$32.9K | 0.26% | 74 |
|
|
2019
Q4 | $691K | Buy |
+9,933
| New | +$691K | 0.25% | 71 |
|