Exencial Wealth Advisors’s CNH Industrial CNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-97,150
| Closed | -$1.1M | – | 515 |
|
2024
Q4 | $1.1M | Buy |
97,150
+1,474
| +2% | +$16.7K | 0.04% | 270 |
|
2024
Q3 | $1.06M | Buy |
95,676
+4,387
| +5% | +$48.7K | 0.04% | 266 |
|
2024
Q2 | $925K | Sell |
91,289
-1,159
| -1% | -$11.7K | 0.03% | 280 |
|
2024
Q1 | $1.2M | Buy |
92,448
+28,857
| +45% | +$374K | 0.04% | 252 |
|
2023
Q4 | $775K | Buy |
+63,591
| New | +$775K | 0.03% | 287 |
|