NewEdge Wealth’s CMB.TECH NV CMBT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-11,300
| Closed | -$186K | – | 766 |
|
2023
Q3 | $186K | Sell |
11,300
-1,215
| -10% | -$20K | 0.01% | 621 |
|
2023
Q2 | $190K | Sell |
12,515
-1,459
| -10% | -$22.2K | 0.01% | 610 |
|
2023
Q1 | $235K | Sell |
13,974
-382
| -3% | -$6.41K | 0.01% | 551 |
|
2022
Q4 | $245K | Sell |
14,356
-5,591
| -28% | -$95.3K | 0.01% | 484 |
|
2022
Q3 | $307K | Buy |
19,947
+5,776
| +41% | +$88.9K | 0.01% | 421 |
|
2022
Q2 | $169K | Buy |
+14,171
| New | +$169K | 0.01% | 534 |
|