AE Wealth Management’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+4,387
| New | +$215K | ﹤0.01% | 1275 |
|
|
2025
Q1 | – | Sell |
-4,626
| Closed | -$230K | – | 2168 |
|
|
2024
Q4 | $230K | Buy |
+4,626
| New | +$230K | ﹤0.01% | 1220 |
|
|
2024
Q3 | – | Sell |
-4,025
| Closed | -$221K | – | 1248 |
|
|
2024
Q2 | $221K | Buy |
+4,025
| New | +$221K | ﹤0.01% | 1130 |
|
|
2024
Q1 | – | Sell |
-10,136
| Closed | -$525K | – | 1298 |
|
|
2023
Q4 | $525K | Buy |
10,136
+1,250
| +14% | +$64.7K | ﹤0.01% | 1404 |
|
|
2023
Q3 | $439K | Sell |
8,886
-518
| -6% | -$25.6K | ﹤0.01% | 1447 |
|
|
2023
Q2 | $495K | Buy |
9,404
+331
| +4% | +$17.4K | ﹤0.01% | 1401 |
|
|
2023
Q1 | $444K | Buy |
9,073
+3,260
| +56% | +$159K | ﹤0.01% | 1399 |
|
|
2022
Q4 | $281K | Buy |
+5,813
| New | +$281K | ﹤0.01% | 1527 |
|
|
2022
Q2 | – | Sell |
-8,892
| Closed | -$370K | – | 1729 |
|
|
2022
Q1 | $370K | Buy |
8,892
+221
| +3% | +$9.2K | ﹤0.01% | 1340 |
|
|
2021
Q4 | $315K | Buy |
+8,671
| New | +$315K | ﹤0.01% | 1429 |
|
|
2021
Q2 | – | Sell |
-8,426
| Closed | -$260K | – | 1577 |
|
|
2021
Q1 | $260K | Buy |
+8,426
| New | +$260K | ﹤0.01% | 1307 |
|
|
2019
Q3 | – | Sell |
-11,900
| Closed | -$212K | – | 994 |
|
|
2019
Q2 | $212K | Buy |
+11,900
| New | +$212K | 0.01% | 881 |
|