CWM
Circle Wealth Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-32,732
| Closed | -$3.17M | – | 227 |
|
|
2024
Q1 | $3.17M | Sell |
32,732
-25,753
| -44% | -$2.49M | 0.08% | 57 |
|
|
2023
Q4 | $4.87M | Buy |
58,485
+381
| +0.7% | +$31.7K | 0.12% | 43 |
|
|
2023
Q3 | $3.66M | Sell |
58,104
-610
| -1% | -$38.5K | 0.09% | 50 |
|
|
2023
Q2 | $3.84M | Sell |
58,714
-15,548
| -21% | -$1.02M | 0.51% | 29 |
|
|
2023
Q1 | $4.58M | Buy |
74,262
+4,238
| +6% | +$261K | 0.66% | 25 |
|
|
2022
Q4 | $3.17M | Buy |
70,024
+9,606
| +16% | +$434K | 0.49% | 28 |
|
|
2022
Q3 | $3.34M | Buy |
60,418
+677
| +1% | +$37.4K | 0.55% | 28 |
|
|
2022
Q2 | $2.61M | Buy |
59,741
+38,737
| +184% | +$1.69M | 0.42% | 30 |
|
|
2022
Q1 | $2.51M | Buy |
21,004
+5,415
| +35% | +$648K | 0.33% | 38 |
|
|
2021
Q4 | $2.05M | Buy |
15,589
+21
| +0.1% | +$2.76K | 0.27% | 43 |
|
|
2021
Q3 | $1.75M | Buy |
15,568
+900
| +6% | +$101K | 0.25% | 42 |
|
|
2021
Q2 | $1.55M | Buy |
+14,668
| New | +$1.55M | 0.22% | 51 |
|