WealthPLAN Partners’s Canopy Growth CGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70
| Closed | -$272 | – | 439 |
|
|
2023
Q2 | $272 | Hold |
70
| – | – | ﹤0.01% | 1204 |
|
|
2023
Q1 | $1.23K | Buy |
+70
| New | +$1.23K | ﹤0.01% | 1183 |
|
|
2021
Q3 | – | Sell |
-1,213
| Closed | -$228K | – | 374 |
|
|
2021
Q2 | $228K | Sell |
1,213
-40
| -3% | -$7.52K | 0.02% | 325 |
|
|
2021
Q1 | $321K | Buy |
1,253
+36
| +3% | +$9.22K | 0.02% | 266 |
|
|
2020
Q4 | $537K | Hold |
1,217
| – | – | 0.05% | 207 |
|
|
2020
Q3 | $289K | Buy |
1,217
+34
| +3% | +$8.07K | 0.03% | 264 |
|
|
2020
Q2 | $205K | Buy |
+1,183
| New | +$205K | 0.02% | 285 |
|