IFWM
Institute for Wealth Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
7,098
-583
| -8% | -$114K | 0.16% | 137 |
|
|
2025
Q1 | $866K | Sell |
7,681
-627
| -8% | -$70.7K | 0.11% | 204 |
|
|
2024
Q4 | $895K | Buy |
8,308
+4
| +0% | +$431 | 0.11% | 194 |
|
|
2024
Q3 | $672K | Sell |
8,304
-118
| -1% | -$9.55K | 0.08% | 237 |
|
|
2024
Q2 | $698K | Buy |
8,422
+3,498
| +71% | +$290K | 0.09% | 223 |
|
|
2024
Q1 | $477K | Buy |
4,924
+1,334
| +37% | +$129K | 0.06% | 296 |
|
|
2023
Q4 | $299K | Sell |
3,590
-89
| -2% | -$7.41K | 0.05% | 367 |
|
|
2023
Q3 | $232K | Sell |
3,679
-4
| -0.1% | -$252 | 0.04% | 398 |
|
|
2023
Q2 | $241K | Buy |
+3,683
| New | +$241K | 0.04% | 404 |
|
|
2022
Q4 | – | Sell |
-6,319
| Closed | -$350K | – | 457 |
|
|
2022
Q3 | $350K | Buy |
6,319
+804
| +15% | +$44.5K | 0.08% | 309 |
|
|
2022
Q2 | $241K | Buy |
5,515
+1,075
| +24% | +$47K | 0.05% | 446 |
|
|
2022
Q1 | $531K | Buy |
4,440
+2,205
| +99% | +$264K | 0.09% | 281 |
|
|
2021
Q4 | $294K | Buy |
+2,235
| New | +$294K | 0.05% | 383 |
|