EWM
Empirical Wealth Management’s Cirrus Logic CRUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,481
| Closed | -$2.02M | – | 470 |
|
|
2023
Q1 | $2.02M | Buy |
18,481
+1,049
| +6% | +$115K | 0.09% | 140 |
|
|
2022
Q4 | $1.3M | Buy |
17,432
+1,386
| +9% | +$103K | 0.06% | 177 |
|
|
2022
Q3 | $1.1M | Buy |
16,046
+4,833
| +43% | +$333K | 0.06% | 189 |
|
|
2022
Q2 | $813K | Buy |
+11,213
| New | +$813K | 0.04% | 230 |
|