JFS Wealth Advisors’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.51K | Sell |
174
-17
| -9% | -$832 | ﹤0.01% | 913 |
|
2025
Q1 | $8.79K | Buy |
191
+60
| +46% | +$2.76K | ﹤0.01% | 917 |
|
2024
Q4 | $6.5K | Hold |
131
| – | – | ﹤0.01% | 1016 |
|
2024
Q3 | $7.2K | Buy |
131
+3
| +2% | +$165 | ﹤0.01% | 979 |
|
2024
Q2 | $7.04K | Hold |
128
| – | – | ﹤0.01% | 920 |
|
2024
Q1 | $7.52K | Hold |
128
| – | – | ﹤0.01% | 918 |
|
2023
Q4 | $6.41K | Buy |
128
+4
| +3% | +$200 | ﹤0.01% | 956 |
|
2023
Q3 | $6.13K | Hold |
124
| – | – | ﹤0.01% | 909 |
|
2023
Q2 | $6.53K | Sell |
124
-12
| -9% | -$632 | ﹤0.01% | 888 |
|
2023
Q1 | $6.65K | Buy |
136
+6
| +5% | +$293 | ﹤0.01% | 883 |
|
2022
Q4 | $6.28K | Buy |
130
+9
| +7% | +$435 | ﹤0.01% | 903 |
|
2022
Q3 | $4K | Sell |
121
-5
| -4% | -$165 | ﹤0.01% | 1041 |
|
2022
Q2 | $4K | Buy |
126
+21
| +20% | +$667 | ﹤0.01% | 1054 |
|
2022
Q1 | $4K | Buy |
105
+61
| +139% | +$2.32K | ﹤0.01% | 1117 |
|
2021
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1049 |
|
2021
Q1 | – | Sell |
-500
| Closed | -$10K | – | 590 |
|
2020
Q4 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 416 |
|