CFM
Comprehensive Financial Management’s FiscalNote NOTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Hold |
1,010,988
| – | – | 0.02% | 37 |
|
|
2025
Q1 | $817K | Hold |
1,010,988
| – | – | 0.03% | 30 |
|
|
2024
Q4 | $1.08M | Hold |
1,010,988
| – | – | 0.03% | 29 |
|
|
2024
Q3 | $1.29M | Hold |
1,010,988
| – | – | 0.04% | 28 |
|
|
2024
Q2 | $1.48M | Hold |
1,010,988
| – | – | 0.05% | 25 |
|
|
2024
Q1 | $1.34M | Hold |
1,010,988
| – | – | 0.04% | 25 |
|
|
2023
Q4 | $1.15M | Hold |
1,010,988
| – | – | 0.04% | 26 |
|
|
2023
Q3 | $2.1M | Hold |
1,010,988
| – | – | 0.08% | 23 |
|
|
2023
Q2 | $3.68M | Hold |
1,010,988
| – | – | 0.12% | 21 |
|
|
2023
Q1 | $2.25M | Hold |
1,010,988
| – | – | 0.07% | 22 |
|
|
2022
Q4 | $6.4M | Hold |
1,010,988
| – | – | 0.21% | 14 |
|
|
2022
Q3 | $6.44M | Buy |
+1,010,988
| New | +$6.44M | 0.17% | 15 |
|