MWPCG
Measured Wealth Private Client Group’s Core & Main CNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,568
| Closed | -$203K | – | 182 |
|
|
2024
Q3 | $203K | Sell |
4,568
-975
| -18% | -$43.3K | 0.07% | 174 |
|
|
2024
Q2 | $271K | Sell |
5,543
-3,546
| -39% | -$174K | 0.1% | 157 |
|
|
2024
Q1 | $520K | Sell |
9,089
-220
| -2% | -$12.6K | 0.18% | 93 |
|
|
2023
Q4 | $376K | Buy |
9,309
+111
| +1% | +$4.49K | 0.14% | 112 |
|
|
2023
Q3 | $265K | Buy |
+9,198
| New | +$265K | 0.11% | 137 |
|