SWM
Sendero Wealth Management’s Core & Main CNM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
14,339
-2,687
| -16% | -$162K | 0.11% | 109 |
|
|
2025
Q1 | $823K | Buy |
17,026
+2,497
| +17% | +$121K | 0.11% | 104 |
|
|
2024
Q4 | $740K | Hold |
14,529
| – | – | 0.11% | 104 |
|
|
2024
Q3 | $645K | Buy |
14,529
+2,588
| +22% | +$115K | 0.1% | 106 |
|
|
2024
Q2 | $584K | Hold |
11,941
| – | – | 0.1% | 111 |
|
|
2024
Q1 | $684K | Hold |
11,941
| – | – | 0.12% | 107 |
|
|
2023
Q4 | $483K | Buy |
11,941
+1,100
| +10% | +$44.5K | 0.09% | 121 |
|
|
2023
Q3 | $313K | Buy |
+10,841
| New | +$313K | 0.07% | 132 |
|