Number of Shares
22,930
Previous 32,829 30.15%
Holding current value
$530,000
Previous $597,000 11.22%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

SELL
N/A
-9,899 Reduced 30.15%
22,930 $530,000
Q2 2024

Jul 09, 2024

SELL
N/A
-1,753 Reduced 5.07%
32,829 $597,000
Q1 2024

Apr 05, 2024

BUY
N/A
3,094 Added 9.83%
34,582 $742,000
Q4 2023

Feb 01, 2024

BUY
N/A
18,519 Added 142.79%
31,488 $678,000
Q3 2023

Oct 11, 2023

BUY
N/A
12,169 Added 1521.13%
12,969 $260,000
Q2 2023

Aug 03, 2023

BUY
N/A
800 New
800 $21,000
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.