Number of Shares
184,933
Previous 199,322 7.22%
Holding current value
$7.93 Million
Previous $7.39 Million 7.32%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024

SELL
N/A
-14,389 Reduced 7.22%
184,933 $7.93 Million
Q4 2023

Feb 01, 2024

SELL
N/A
-5,594 Reduced 2.73%
199,322 $7.39 Million
Q3 2023

Oct 11, 2023

SELL
N/A
-1,788 Reduced 0.87%
204,916 $7.43 Million
Q2 2023

Aug 03, 2023

SELL
N/A
-13,086 Reduced 5.95%
206,704 $7.37 Million
Q1 2023

Apr 28, 2023

BUY
N/A
2,629 Added 1.21%
219,790 $7.82 Million
Q4 2022

Feb 01, 2023

BUY
N/A
7,563 Added 3.61%
217,161 $7.63 Million
Q3 2022

Oct 27, 2022

BUY
N/A
209,598 New
209,598 $6.17 Million
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.