IFWM
Institute for Wealth Management’s Cognex CGNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$309K | – | 531 |
|
|
2022
Q1 | $309K | Hold |
4,000
| – | – | 0.05% | 415 |
|
|
2021
Q4 | $311K | Hold |
4,000
| – | – | 0.05% | 369 |
|
|
2021
Q3 | $321K | Hold |
4,000
| – | – | 0.06% | 354 |
|
|
2021
Q2 | $336K | Sell |
4,000
-65
| -2% | -$5.46K | 0.06% | 342 |
|
|
2021
Q1 | $337K | Hold |
4,065
| – | – | 0.06% | 335 |
|
|
2020
Q4 | $326K | Buy |
4,065
+118
| +3% | +$9.46K | 0.06% | 326 |
|
|
2020
Q3 | $257K | Buy |
3,947
+107
| +3% | +$6.97K | 0.06% | 344 |
|
|
2020
Q2 | $229K | Buy |
+3,840
| New | +$229K | 0.06% | 372 |
|
|
2020
Q1 | – | Sell |
-4,266
| Closed | -$239K | – | 412 |
|
|
2019
Q4 | $239K | Hold |
4,266
| – | – | 0.05% | 391 |
|
|
2019
Q3 | $210K | Hold |
4,266
| – | – | 0.05% | 386 |
|
|
2019
Q2 | $205K | Hold |
4,266
| – | – | 0.05% | 431 |
|
|
2019
Q1 | $217K | Buy |
+4,266
| New | +$217K | 0.05% | 397 |
|
|
2018
Q1 | – | Sell |
-4,490
| Closed | -$277K | – | 271 |
|
|
2017
Q4 | $277K | Buy |
+4,490
| New | +$277K | 0.06% | 311 |
|