Number of Shares
643
Previous 460 39.78%
Holding current value
$15,000
Previous $11,000 36.36%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
N/A
183 Added 39.78%
643 $15,000
Q2 2024

Jul 09, 2024

BUY
N/A
169 Added 58.08%
460 $11,000
Q1 2024

Apr 05, 2024

BUY
N/A
95 Added 48.47%
291 $7,000
Q4 2023

Feb 01, 2024

SELL
N/A
-14 Reduced 6.67%
196 $4,000
Q3 2023

Oct 11, 2023

BUY
N/A
20 Added 10.53%
210 $5,000
Q2 2023

Aug 03, 2023

BUY
N/A
78 Added 69.64%
190 $4,000
Q1 2023

Apr 28, 2023

BUY
N/A
112 New
112 $2,000
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.