WR Wealth Planners’s Canopy Growth CGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$178 Sell
65
-9
-12% -$25 ﹤0.01% 1068
2024
Q3
$357 Hold
74
﹤0.01% 1068
2024
Q2
$477 Sell
74
-5
-6% -$32 ﹤0.01% 1021
2024
Q1
$682 Buy
+79
New +$682 ﹤0.01% 1008
2023
Q4
Sell
-90
Closed -$703 285
2023
Q3
$703 Hold
90
﹤0.01% 847
2023
Q2
$348 Sell
90
-12
-12% -$46 ﹤0.01% 860
2023
Q1
$1.78K Buy
102
+13
+15% +$227 ﹤0.01% 784
2022
Q4
$2.05K Hold
89
﹤0.01% 392
2022
Q3
$2.42K Sell
89
-1
-1% -$27 ﹤0.01% 374
2022
Q2
$2.55K Buy
90
+15
+20% +$426 ﹤0.01% 401
2022
Q1
$5.72K Buy
+75
New +$5.72K ﹤0.01% 346