CWA
Constellation Wealth Advisors’s Southern Copper SCCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-12,809
| Closed | -$373K | – | 214 |
|
|
2014
Q1 | $373K | Hold |
12,809
| – | – | 0.04% | 160 |
|
|
2013
Q4 | $367K | Sell |
12,809
-320
| -2% | -$9.17K | 0.04% | 166 |
|
|
2013
Q3 | $358K | Buy |
13,129
+2,150
| +20% | +$58.6K | 0.04% | 160 |
|
|
2013
Q2 | $303K | Buy |
+10,979
| New | +$303K | 0.04% | 161 |
|