Avidian Wealth Enterprises’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,436
| Closed | -$220K | – | 527 |
|
|
2024
Q4 | $220K | Buy |
+4,436
| New | +$220K | 0.01% | 465 |
|
|
2024
Q2 | – | Sell |
-5,433
| Closed | -$319K | – | 495 |
|
|
2024
Q1 | $319K | Sell |
5,433
-5,000
| -48% | -$294K | 0.02% | 343 |
|
|
2023
Q4 | $522K | Buy |
+10,433
| New | +$522K | 0.03% | 257 |
|
|
2023
Q3 | – | Sell |
-3,961
| Closed | -$209K | – | 400 |
|
|
2023
Q2 | $209K | Sell |
3,961
-732
| -16% | -$38.5K | 0.01% | 393 |
|
|
2023
Q1 | $229K | Sell |
4,693
-5,000
| -52% | -$245K | 0.01% | 429 |
|
|
2022
Q4 | $468K | Buy |
+9,693
| New | +$468K | 0.03% | 283 |
|
|
2022
Q3 | – | Sell |
-7,643
| Closed | -$253K | – | 426 |
|
|
2022
Q2 | $253K | Hold |
7,643
| – | – | 0.02% | 383 |
|
|
2022
Q1 | $318K | Sell |
7,643
-1,268
| -14% | -$52.8K | 0.02% | 365 |
|
|
2021
Q4 | $323K | Buy |
+8,911
| New | +$323K | 0.02% | 377 |
|