Kestra Private Wealth Services’s Cemex CX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,830
| Closed | -$128K | – | 1000 |
|
|
2021
Q4 | $128K | Sell |
18,830
-9,200
| -33% | -$62.5K | 0.01% | 952 |
|
|
2021
Q3 | $201K | Hold |
28,030
| – | – | 0.01% | 854 |
|
|
2021
Q2 | $235K | Sell |
28,030
-6,056
| -18% | -$50.8K | 0.01% | 753 |
|
|
2021
Q1 | $238K | Buy |
34,086
+5,900
| +21% | +$41.2K | 0.02% | 685 |
|
|
2020
Q4 | $146K | Buy |
28,186
+886
| +3% | +$4.59K | 0.01% | 693 |
|
|
2020
Q3 | $104K | Buy |
+27,300
| New | +$104K | 0.01% | 643 |
|