CWM
Circle Wealth Management’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $246K | Hold |
574
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $244K | Hold |
574
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $270K | Hold |
574
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $234K | Hold |
574
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $250K | Buy |
+574
| New | +$250K | 0.01% | 180 |
|
|
2021
Q1 | – | Sell |
-1,055
| Closed | -$242K | – | 209 |
|
|
2020
Q4 | $242K | Buy |
+1,055
| New | +$242K | 0.03% | 209 |
|