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Disclosery

FundX Investment Group, LLC: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FundX Investment Group, LLC on CWB, newest first. How the timeline and the estimate are built.

FundX Investment Group, LLC held 0 CWB shares at 2021-12-31 per its 13F-HR filed 2022-01-26.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F -5,086 shares

    13F-HR 0001172661-22-000184 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-09-30
    13F 5,086 shares
    Change vs previous 13F -3,644 shares

    0.21% of the 13F portfolio, value $434,000.

    13F-HR 0001172661-21-002104 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 8,730 shares
    Change vs previous 13F -515,826 shares

    2.07% of the 13F portfolio, value $4,670,000.

    13F-HR 0001172661-21-001552 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 524,556 shares
    Change vs previous 13F +467,860 shares

    24.68% of the 13F portfolio, value $43,722,000.

    13F-HR 0001172661-21-001050 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 56,696 shares
    Change vs previous 13F +53,187 shares

    1.96% of the 13F portfolio, value $4,694,000.

    13F-HR 0001172661-21-000272 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 3,509 shares
    Change vs previous 13F -5,768 shares

    0.09% of the 13F portfolio, value $242,000.

    13F-HR 0001172661-20-002044 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-06-30
    13F 9,277 shares
    Change vs previous 13F +301 shares

    0.24% of the 13F portfolio, value $561,000.

    13F-HR 0001172661-20-001634 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-03-31
    13F 8,976 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $430,000.

    13F-HR 0001172661-20-001090 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).