ECM
Engle Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-36,000
| Closed | -$2.53M | – | 28 |
|
|
2021
Q1 | $2.53M | Sell |
36,000
-75,100
| -68% | -$5.28M | 0.38% | 21 |
|
|
2020
Q4 | $8.44M | Sell |
111,100
-113,900
| -51% | -$8.65M | 1.21% | 20 |
|
|
2020
Q3 | $9.24M | Sell |
225,000
-325,000
| -59% | -$13.3M | 1.46% | 18 |
|
|
2020
Q2 | $19.8M | Buy |
+550,000
| New | +$19.8M | 3.19% | 13 |
|