SSWM
CBI
Sheets Smith Wealth Management’s Chicago Bridge & Iron Nv CBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-118,697
| Closed | -$3.65M | – | 325 |
|
|
2017
Q1 | $3.65M | Buy |
118,697
+63,500
| +115% | +$1.95M | 0.97% | 20 |
|
|
2016
Q4 | $1.75M | Sell |
55,197
-6,470
| -10% | -$205K | 0.49% | 59 |
|
|
2016
Q3 | $1.73M | Buy |
61,667
+900
| +1% | +$25.2K | 0.49% | 59 |
|
|
2016
Q2 | $2.1M | Buy |
60,767
+1,067
| +2% | +$36.9K | 0.61% | 47 |
|
|
2016
Q1 | $2.18M | Sell |
59,700
-230
| -0.4% | -$8.41K | 0.67% | 40 |
|
|
2015
Q4 | $2.34M | Buy |
59,930
+4,495
| +8% | +$175K | 0.71% | 38 |
|
|
2015
Q3 | $2.2M | Buy |
55,435
+6,520
| +13% | +$259K | 0.74% | 40 |
|
|
2015
Q2 | $2.45M | Buy |
48,915
+700
| +1% | +$35K | 0.67% | 38 |
|
|
2015
Q1 | $2.38M | Sell |
48,215
-15,335
| -24% | -$755K | 0.66% | 40 |
|
|
2014
Q4 | $2.67M | Buy |
63,550
+800
| +1% | +$33.6K | 0.7% | 43 |
|
|
2014
Q3 | $3.63M | Sell |
62,750
-191
| -0.3% | -$11K | 0.99% | 26 |
|
|
2014
Q2 | $4.29M | Sell |
62,941
-12,829
| -17% | -$875K | 1.15% | 19 |
|
|
2014
Q1 | $6.6M | Sell |
75,770
-3,969
| -5% | -$346K | 1.85% | 7 |
|
|
2013
Q4 | $6.63M | Buy |
79,739
+955
| +1% | +$79.4K | 1.83% | 9 |
|
|
2013
Q3 | $5.34M | Buy |
78,784
+936
| +1% | +$63.4K | 1.74% | 7 |
|
|
2013
Q2 | $4.64M | Buy |
+77,848
| New | +$4.64M | 1.58% | 10 |
|