CWP
Curated Wealth Partners’s Autohome ATHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,455
| Closed | -$254K | – | 128 |
|
2022
Q2 | $254K | Buy |
+6,455
| New | +$254K | 0.07% | 110 |
|
2021
Q4 | – | Sell |
-7,036
| Closed | -$330K | – | 144 |
|
2021
Q3 | $330K | Hold |
7,036
| – | – | 0.18% | 104 |
|
2021
Q2 | $450K | Buy |
7,036
+1,540
| +28% | +$98.5K | 0.24% | 80 |
|
2021
Q1 | $513K | Sell |
5,496
-1,466
| -21% | -$137K | 0.32% | 61 |
|
2020
Q4 | $694K | Buy |
+6,962
| New | +$694K | 0.45% | 38 |
|