MWM
Mission Wealth Management’s Cloudflare NET Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.83M | Sell |
9,343
-2,750
| -23% | -$539K | 0.04% | 219 |
|
2025
Q1 | $1.36M | Buy |
12,093
+7,435
| +160% | +$838K | 0.03% | 231 |
|
2024
Q4 | $502K | Sell |
4,658
-134
| -3% | -$14.4K | 0.01% | 410 |
|
2024
Q3 | $388K | Sell |
4,792
-83
| -2% | -$6.71K | 0.01% | 466 |
|
2024
Q2 | $404K | Buy |
4,875
+826
| +20% | +$68.4K | 0.01% | 438 |
|
2024
Q1 | $392K | Sell |
4,049
-137
| -3% | -$13.3K | 0.01% | 463 |
|
2023
Q4 | $349K | Buy |
+4,186
| New | +$349K | 0.01% | 430 |
|