IFP Advisors’s Cushman & Wakefield CWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 3463 |
|
2025
Q1 | – | Sell |
-6
| Closed | -$78 | – | 4406 |
|
2024
Q4 | $78 | Buy |
+6
| New | +$78 | ﹤0.01% | 4118 |
|
2024
Q1 | – | Sell |
-100
| Closed | -$1.08K | – | 3147 |
|
2023
Q4 | $1.08K | Hold |
100
| – | – | ﹤0.01% | 2803 |
|
2023
Q3 | $762 | Hold |
100
| – | – | ﹤0.01% | 3053 |
|
2023
Q2 | $818 | Hold |
100
| – | – | ﹤0.01% | 3121 |
|
2023
Q1 | $1.78K | Sell |
100
-441
| -82% | -$7.85K | ﹤0.01% | 2932 |
|
2022
Q4 | $13K | Buy |
541
+108
| +25% | +$2.6K | ﹤0.01% | 3197 |
|
2022
Q3 | $11K | Buy |
433
+79
| +22% | +$2.01K | ﹤0.01% | 3560 |
|
2022
Q2 | $10K | Hold |
354
| – | – | ﹤0.01% | 3386 |
|
2022
Q1 | $10K | Buy |
354
+254
| +254% | +$7.18K | ﹤0.01% | 3386 |
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2715 |
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2769 |
|
2021
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2701 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3231 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3144 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3011 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 2894 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 2895 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 2982 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 3173 |
|
2019
Q1 | $3K | Buy |
150
+117
| +355% | +$2.34K | ﹤0.01% | 1994 |
|
2018
Q4 | $0 | Buy |
+33
| New | – | ﹤0.01% | 3536 |
|
2016
Q2 | – | Sell |
-150
| Closed | -$3K | – | 3882 |
|
2016
Q1 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1994 |
|