CM Wealth Advisors’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-740
| Closed | -$300K | – | 98 |
|
|
2024
Q1 | $300K | Buy |
+740
| New | +$300K | 0.09% | 136 |
|
|
2023
Q3 | – | Sell |
-586
| Closed | -$251K | – | 99 |
|
|
2023
Q2 | $251K | Sell |
586
-2,225
| -79% | -$953K | 0.08% | 127 |
|
|
2023
Q1 | $1.06M | Buy |
+2,811
| New | +$1.06M | 0.2% | 147 |
|