CWM
Confluence Wealth Management’s Campbell Soup CPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,304
| Closed | -$207K | – | 122 |
|
|
2017
Q4 | $207K | Buy |
+4,304
| New | +$207K | 0.1% | 120 |
|
|
2017
Q3 | – | Sell |
-4,160
| Closed | -$217K | – | 123 |
|
|
2017
Q2 | $217K | Sell |
4,160
-250
| -6% | -$13K | 0.1% | 123 |
|
|
2017
Q1 | $252K | Buy |
4,410
+270
| +7% | +$15.4K | 0.12% | 116 |
|
|
2016
Q4 | $250K | Sell |
4,140
-379
| -8% | -$22.9K | 0.13% | 118 |
|
|
2016
Q3 | $247K | Buy |
4,519
+759
| +20% | +$41.5K | 0.12% | 123 |
|
|
2016
Q2 | $250K | Buy |
3,760
+272
| +8% | +$18.1K | 0.12% | 120 |
|
|
2016
Q1 | $222K | Buy |
+3,488
| New | +$222K | 0.1% | 124 |
|