CM Wealth Advisors’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,052
| Closed | -$750K | – | 144 |
|
|
2024
Q1 | $750K | Buy |
+1,052
| New | +$750K | 0.21% | 49 |
|
|
2023
Q3 | – | Sell |
-1,213
| Closed | -$691K | – | 141 |
|
|
2023
Q2 | $691K | Sell |
1,213
-5,109
| -81% | -$2.91M | 0.23% | 49 |
|
|
2023
Q1 | $2.87M | Buy |
+6,322
| New | +$2.87M | 0.56% | 23 |
|