Integrated Wealth Concepts’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
10,121
+1,176
| +13% | +$230K | 0.02% | 618 |
|
|
2025
Q1 | $1.01M | Sell |
8,945
-123
| -1% | -$13.9K | 0.01% | 826 |
|
|
2024
Q4 | $976K | Buy |
9,068
+3,388
| +60% | +$365K | 0.01% | 822 |
|
|
2024
Q3 | $459K | Buy |
5,680
+112
| +2% | +$9.06K | 0.01% | 1121 |
|
|
2024
Q2 | $461K | Sell |
5,568
-2,375
| -30% | -$197K | 0.01% | 1081 |
|
|
2024
Q1 | $769K | Buy |
7,943
+1,575
| +25% | +$153K | 0.01% | 865 |
|
|
2023
Q4 | $530K | Sell |
6,368
-161
| -2% | -$13.4K | 0.01% | 974 |
|
|
2023
Q3 | $412K | Sell |
6,529
-466
| -7% | -$29.4K | 0.01% | 1067 |
|
|
2023
Q2 | $457K | Buy |
6,995
+486
| +7% | +$31.8K | 0.01% | 1024 |
|
|
2023
Q1 | $401K | Buy |
+6,509
| New | +$401K | 0.01% | 931 |
|
|
2022
Q2 | – | Sell |
-3,478
| Closed | -$416K | – | 1044 |
|
|
2022
Q1 | $416K | Buy |
3,478
+84
| +2% | +$10K | 0.01% | 627 |
|
|
2021
Q4 | $446K | Sell |
3,394
-72
| -2% | -$9.46K | 0.01% | 636 |
|
|
2021
Q3 | $390K | Buy |
+3,466
| New | +$390K | 0.01% | 643 |
|