EverSource Wealth Advisors’s Commercial Metals CMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$75.1K	Buy	1,222 +626	+105%	+$45.2K	﹤0.01%	1606
2025 Q4	$41.2K	Sell	596 -253	-30%	-$15.8K	﹤0.01%	1882
2025 Q3	$48.6K	Sell	849 -701	-45%	-$38.7K	﹤0.01%	1732
2025 Q2	$75.8K	Buy	1,550 +708	+84%	+$32.8K	﹤0.01%	1358
2025 Q1	$38.7K	Sell	842 -34	-4%	-$1.65K	﹤0.01%	1365
2024 Q4	$43.4K	Buy	876 +126	+17%	+$7.11K	﹤0.01%	1254
2024 Q3	$41.2K	Sell	750 -16	-2%	-$865	﹤0.01%	1142
2024 Q2	$46K	Buy	766 +18	+2%	+$993	﹤0.01%	1124
2024 Q1	$40.2K	Buy	748 +18	+2%	+$953	﹤0.01%	1066
2023 Q4	$36.5K	Sell	730 -90	-11%	-$4.1K	﹤0.01%	1019
2023 Q3	$40.5K	Buy	820 +8	+1%	+$435	﹤0.01%	895
2023 Q2	$42.8K	Buy	812 +658	+427%	+$30.7K	﹤0.01%	896
2023 Q1	$7.53K	Sell	154 -6	-4%	-$311	﹤0.01%	1488
2022 Q4	$7.73K	Hold	160	–	–	﹤0.01%	1430
2022 Q3	$6K	Buy	160 +25	+19%	+$965	﹤0.01%	1281
2022 Q2	$5K	Hold	135	–	–	﹤0.01%	1248
2022 Q1	$6K	Hold	135	–	–	﹤0.01%	1171
2021 Q4	$5K	Buy	+135	New	+$4.47K	﹤0.01%	1243