CWM
Centric Wealth Management’s Sterling Infrastructure STRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-33,000
| Closed | -$766K | – | 187 |
|
|
2021
Q1 | $766K | Sell |
33,000
-2,000
| -6% | -$46.4K | 0.22% | 113 |
|
|
2020
Q4 | $651K | Buy |
+35,000
| New | +$651K | 0.2% | 109 |
|
|
2020
Q3 | – | Sell |
-31,000
| Closed | -$325K | – | 150 |
|
|
2020
Q2 | $325K | Buy |
+31,000
| New | +$325K | 0.17% | 104 |
|