Comprehensive Financial Management’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Hold |
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|
2025
Q1 | $817K | Hold |
|
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|
2024
Q4 | $1.08M | Hold |
|
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|
2024
Q3 | $1.29M | Hold |
|
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|
2024
Q2 | $1.48M | Hold |
|
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|
2024
Q1 | $1.34M | Hold |
|
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|
2023
Q4 | $1.15M | Hold |
|
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|
2023
Q3 | $2.1M | Hold |
|
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|
2023
Q2 | $3.68M | Hold |
|
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|
2023
Q1 | $2.25M | Hold |
|
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|
2022
Q4 | $6.4M | Hold |
|
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|
2022
Q3 | $6.44M | Buy |
|