Carolina Wealth Advisors’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,315
| Closed | -$65.8K | – | 228 |
|
2023
Q4 | $65.8K | Sell |
1,315
-11,388
| -90% | -$570K | 0.03% | 104 |
|
2023
Q3 | $628K | Buy |
12,703
+1,940
| +18% | +$95.9K | 0.35% | 33 |
|
2023
Q2 | $567K | Buy |
10,763
+653
| +6% | +$34.4K | 0.34% | 34 |
|
2023
Q1 | $494K | Sell |
10,110
-2,285
| -18% | -$112K | 0.29% | 47 |
|
2022
Q4 | $599K | Buy |
12,395
+1,393
| +13% | +$67.3K | 0.38% | 30 |
|
2022
Q3 | $390K | Buy |
11,002
+1,080
| +11% | +$38.3K | 0.31% | 38 |
|
2022
Q2 | $328K | Buy |
9,922
+1,645
| +20% | +$54.4K | 0.22% | 50 |
|
2022
Q1 | $344K | Buy |
+8,277
| New | +$344K | 0.22% | 46 |
|