CWM
Capital Wealth Management’s Box BOX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-15,313
| Closed | -$366K | – | 35 |
|
2018
Q3 | $366K | Hold |
15,313
| – | – | 0.32% | 31 |
|
2018
Q2 | $383K | Hold |
15,313
| – | – | 0.35% | 30 |
|
2018
Q1 | $315K | Hold |
15,313
| – | – | 0.3% | 31 |
|
2017
Q4 | $323K | Buy |
+15,313
| New | +$323K | 0.28% | 34 |
|