CWA
CM Wealth Advisors’s WillScot Mobile Mini Holdings WSC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,321
| Closed | -$208K | – | 184 |
|
2024
Q1 | $208K | Buy |
+5,321
| New | +$208K | 0.06% | 177 |
|
2023
Q3 | – | Sell |
-4,975
| Closed | -$237K | – | 178 |
|
2023
Q2 | $237K | Sell |
4,975
-43,105
| -90% | -$2.05M | 0.08% | 139 |
|
2023
Q1 | $2.06M | Buy |
+48,080
| New | +$2.06M | 0.4% | 49 |
|