MBM Wealth Consultants’s Canopy Growth CGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-100
Closed -$2K – 130
2023
Q1
$2K Hold
100
– – ﹤0.01% 249
2022
Q4
$2K Buy
100
+50
+100% +$1.54K ﹤0.01% 305
2022
Q3
$1K Buy
50
+25
+100% +$771 ﹤0.01% 254
2022
Q2
$1K Hold
25
– – ﹤0.01% 261
2022
Q1
$2K Buy
25
+9
+56% +$686 ﹤0.01% 280
2021
Q4
$1K Hold
16
– – ﹤0.01% 276
2021
Q3
$2K Buy
+16
New +$2.87K ﹤0.01% 266

Other funds holding CGC

MBM Wealth Consultants's CGC Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Canopy Growth (CGC) in Q2 2023, closing a stake of 100 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in CGC in Q3 2021 and held it in 7 quarters. The position peaked at $2K in Q1 2023. 321 funds tracked by Wall St. Rank hold CGC as of Q2 2023.

  • MBM Wealth Consultants reported no remaining Canopy Growth position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 100 Canopy Growth shares in Q2 2023, an estimated $2K.
  • MBM Wealth Consultants first reported a position in Canopy Growth in Q3 2021 and held it in 7 quarters.
  • MBM Wealth Consultants's Canopy Growth position peaked at $2K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Canopy Growth as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.