Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,107
Closed -$4K 1468
2020
Q3
$4K Buy
1,107
+287
+35% +$939 ﹤0.01% 2130
2020
Q2
$2K Sell
820
-434
-35% -$1.02K ﹤0.01% 2228
2020
Q1
$4K Hold
1,254
﹤0.01% 2709
2019
Q4
$4K Buy
1,254
+435
+53% +$1.66K ﹤0.01% 2709
2019
Q3
$3 Sell
819
-135
-14% -$495 ﹤0.01% 2759
2019
Q2
$4 Sell
954
-4,175
-81% -$18.6K ﹤0.01% 2682
2019
Q1
$23 Hold
5,129
﹤0.01% 2011
2018
Q4
$24 Buy
+5,129
New +$27.4K ﹤0.01% 1907
2018
Q2
Sell
-7,163
Closed -$53K 1994
2018
Q1
$53K Hold
7,163
﹤0.01% 1601
2017
Q4
$53K Buy
7,163
+3,382
+89% +$26.7K ﹤0.01% 1601
2017
Q3
$33K Buy
3,781
+1,858
+97% +$17.6K ﹤0.01% 1796
2017
Q2
$16K Sell
1,923
-77
-4% -$679 ﹤0.01% 1988
2017
Q1
$16K Sell
2,000
-426
-18% -$3.58K ﹤0.01% 1988
2016
Q4
$18K Hold
2,426
﹤0.01% 1925
2016
Q3
$17K Buy
2,426
+240
+11% +$1.77K ﹤0.01% 1980
2016
Q2
$12K Buy
2,186
+871
+66% +$5.58K ﹤0.01% 2055
2016
Q1
$8K Sell
1,315
-25
-2% -$123 ﹤0.01% 2097
2015
Q4
$6K Buy
1,340
+103
+8% +$602 ﹤0.01% 2204
2015
Q3
$7K Sell
1,237
-512
-29% -$3.8K ﹤0.01% 2197
2015
Q2
$13K Buy
+1,749
New +$15.6K ﹤0.01% 2039
2015
Q1
Sell
-1,073
Closed -$9K 2469
2014
Q4
$9K Buy
+1,073
New +$11.2K ﹤0.01% 2229

Other funds holding CX