CM Wealth Advisors’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,787
| Closed | -$350K | – | 159 |
|
|
2024
Q1 | $350K | Buy |
+1,787
| New | +$350K | 0.1% | 119 |
|
|
2023
Q3 | – | Sell |
-1,094
| Closed | -$239K | – | 155 |
|
|
2023
Q2 | $239K | Sell |
1,094
-6,158
| -85% | -$1.35M | 0.08% | 136 |
|
|
2023
Q1 | $1.81M | Buy |
+7,252
| New | +$1.81M | 0.35% | 61 |
|