CWM
Cadence Wealth Management’s Southern Copper SCCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
3,458
+343
| +11% | +$34.7K | 0.23% | 41 |
|
|
2025
Q1 | $291K | Buy |
3,115
+196
| +7% | +$18.3K | 0.22% | 38 |
|
|
2024
Q4 | $266K | Buy |
2,919
+116
| +4% | +$10.6K | 0.18% | 42 |
|
|
2024
Q3 | $324K | Buy |
2,803
+12
| +0.4% | +$1.39K | 0.26% | 32 |
|
|
2024
Q2 | $301K | Sell |
2,791
-1,734
| -38% | -$187K | 0.21% | 37 |
|
|
2024
Q1 | $482K | Sell |
4,525
-56
| -1% | -$5.97K | 0.5% | 19 |
|
|
2023
Q4 | $394K | Buy |
4,581
+235
| +5% | +$20.2K | 0.31% | 27 |
|
|
2023
Q3 | $327K | Buy |
4,346
+825
| +23% | +$62.1K | 0.27% | 27 |
|
|
2023
Q2 | $253K | Buy |
3,521
+350
| +11% | +$25.1K | 0.24% | 30 |
|
|
2023
Q1 | $242K | Buy |
+3,171
| New | +$242K | 0.25% | 26 |
|
|
2022
Q3 | – | Sell |
-4,695
| Closed | -$234K | – | 36 |
|
|
2022
Q2 | $234K | Buy |
4,695
+318
| +7% | +$15.8K | 0.24% | 26 |
|
|
2022
Q1 | $332K | Sell |
4,377
-1,165
| -21% | -$88.4K | 0.25% | 27 |
|
|
2021
Q4 | $342K | Buy |
+5,542
| New | +$342K | 0.38% | 25 |
|