Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-7,046
Closed -$1.31M 2176
2020
Q1
$1.31M Sell
7,046
-1,169
-14% -$323K 0.04% 885
2019
Q4
$2.36M Buy
8,215
+4,410
+116% +$1.3M 0.04% 947
2019
Q3
$1.09M Buy
+3,805
New +$1.11M 0.03% 1459
2019
Q2
Sell
-21,000
Closed -$5.18M 2943
2019
Q1
$5.18M Buy
+21,000
New +$4.54M 0.15% 430
2018
Q3
Sell
-26,209
Closed -$5.52M 2816
2018
Q2
$5.52M Buy
26,209
+23,660
+928% +$4.86M 0.13% 480
2018
Q1
$516K Buy
+2,549
New +$517K 0.01% 1493
2017
Q4
Sell
-14,705
Closed -$2.28M 2884
2017
Q3
$2.28M Buy
14,705
+7,597
+107% +$1.12M 0.05% 883
2017
Q2
$1.02M Sell
7,108
-2,182
-23% -$312K 0.02% 1284
2017
Q1
$1.41M Buy
+9,290
New +$1.46M 0.04% 1089
2016
Q4
Sell
-1,551
Closed -$269K 2578
2016
Q3
$269K Buy
+1,551
New +$249K 0.01% 1848
2016
Q2
Sell
-6,787
Closed -$1.01M 2529
2016
Q1
$1.01M Buy
+6,787
New +$882K 0.03% 1135
2015
Q3
Sell
-6,733
Closed -$1.05M 3186
2015
Q2
$1.05M Buy
+6,733
New +$1.06M 0.02% 1217
2015
Q1
Sell
-4,599
Closed -$684K 2517
2014
Q4
$684K Buy
+4,599
New +$663K 0.02% 1138
2014
Q2
Sell
-4,499
Closed -$518K 2474
2014
Q1
$518K Sell
4,499
-11,948
-73% -$1.39M 0.02% 1240
2013
Q4
$1.93M Buy
+16,447
New +$1.89M 0.08% 589
2013
Q3
Sell
-9,850
Closed -$801K 2258
2013
Q2
$801K Buy
+9,850
New +$800K 0.04% 865

Other funds holding CPAY