LWM
LBA Wealth Management’s CF Industries CF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $359K | Buy |
12,235
+1,100
| +10% | +$32.3K | 0.19% | 79 |
|
|
2016
Q4 | $351K | Buy |
11,135
+1,775
| +19% | +$56K | 0.19% | 80 |
|
|
2016
Q3 | $228K | Buy |
9,360
+1,760
| +23% | +$42.9K | 0.13% | 102 |
|
|
2016
Q2 | $183K | Buy |
7,600
+3,075
| +68% | +$74K | 0.1% | 110 |
|
|
2016
Q1 | $142K | Buy |
4,525
+125
| +3% | +$3.92K | 0.08% | 123 |
|
|
2015
Q4 | $180K | Sell |
4,400
-400
| -8% | -$16.4K | 0.1% | 122 |
|
|
2015
Q3 | $216K | Sell |
4,800
-800
| -14% | -$36K | 0.14% | 103 |
|
|
2015
Q2 | $360K | Buy |
5,600
+4,530
| +423% | +$291K | 0.23% | 75 |
|
|
2015
Q1 | $304K | Buy |
1,070
+110
| +11% | +$31.3K | 0.19% | 88 |
|
|
2014
Q4 | $262K | Buy |
960
+475
| +98% | +$130K | 0.17% | 85 |
|
|
2014
Q3 | $135K | Buy |
485
+5
| +1% | +$1.39K | 0.09% | 117 |
|
|
2014
Q2 | $115K | Sell |
480
-35
| -7% | -$8.39K | 0.09% | 127 |
|
|
2014
Q1 | $134K | Buy |
515
+60
| +13% | +$15.6K | 0.11% | 109 |
|
|
2013
Q4 | $106K | Buy |
+455
| New | +$106K | 0.09% | 124 |
|