GWM
Gitterman Wealth Management’s Core & Main CNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
10,250
-422
| -4% | -$25.5K | 0.14% | 34 |
|
|
2025
Q1 | $516K | Sell |
10,672
-1,425
| -12% | -$68.8K | 0.14% | 40 |
|
|
2024
Q4 | $616K | Buy |
12,097
+1,673
| +16% | +$85.2K | 0.26% | 29 |
|
|
2024
Q3 | $463K | Buy |
10,424
+2,741
| +36% | +$122K | 0.19% | 33 |
|
|
2024
Q2 | $376K | Sell |
7,683
-502
| -6% | -$24.6K | 0.14% | 42 |
|
|
2024
Q1 | $469K | Sell |
8,185
-10
| -0.1% | -$573 | 0.18% | 31 |
|
|
2023
Q4 | $331K | Buy |
+8,195
| New | +$331K | 0.15% | 43 |
|
|
2022
Q3 | – | Sell |
-9,195
| Closed | -$205K | – | 75 |
|
|
2022
Q2 | $205K | Sell |
9,195
-828
| -8% | -$18.5K | 0.19% | 59 |
|
|
2022
Q1 | $245K | Buy |
+10,023
| New | +$245K | 0.2% | 68 |
|