Integrated Wealth Management’s Cemex CX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,419
| Closed | -$11K | – | 389 |
|
|
2016
Q3 | $11K | Hold |
1,419
| – | – | ﹤0.01% | 734 |
|
|
2016
Q2 | $8K | Hold |
1,419
| – | – | ﹤0.01% | 808 |
|
|
2016
Q1 | $10K | Sell |
1,419
-1,365
| -49% | -$9.62K | ﹤0.01% | 691 |
|
|
2015
Q4 | $14K | Hold |
2,784
| – | – | 0.01% | 664 |
|
|
2015
Q3 | $18K | Sell |
2,784
-56
| -2% | -$362 | 0.01% | 606 |
|
|
2015
Q2 | $24K | Buy |
2,840
+55
| +2% | +$465 | 0.01% | 551 |
|
|
2015
Q1 | $23K | Buy |
+2,785
| New | +$23K | 0.01% | 530 |
|