LWM
LJI 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 | Hold |
7,100
| – | – | 0.24% | 46 |
|
|
2025
Q1 | $800K | Hold |
7,100
| – | – | 0.16% | 58 |
|
|
2024
Q4 | $765K | Sell |
7,100
-100
| -1% | -$10.8K | 0.15% | 62 |
|
|
2024
Q3 | $582K | Hold |
7,200
| – | – | 0.12% | 90 |
|
|
2024
Q2 | $596K | Sell |
7,200
-2,650
| -27% | -$220K | 0.13% | 80 |
|
|
2024
Q1 | $954K | Sell |
9,850
-100
| -1% | -$9.68K | 0.25% | 42 |
|
|
2023
Q4 | $828K | Sell |
9,950
-300
| -3% | -$25K | 0.21% | 53 |
|
|
2023
Q3 | $646K | Sell |
10,250
-200
| -2% | -$12.6K | 0.19% | 64 |
|
|
2023
Q2 | $683K | Sell |
10,450
-1,300
| -11% | -$85K | 0.2% | 57 |
|
|
2023
Q1 | $725K | Buy |
11,750
+1,180
| +11% | +$72.8K | 0.23% | 47 |
|
|
2022
Q4 | $478K | Buy |
+10,570
| New | +$478K | 0.17% | 70 |
|