SkyOak Wealth’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,141
| Closed | -$420K | – | 250 |
|
|
2024
Q1 | $420K | Buy |
7,141
+617
| +9% | +$36.3K | 0.1% | 140 |
|
|
2023
Q4 | $326K | Sell |
6,524
-16
| -0.2% | -$801 | 0.09% | 162 |
|
|
2023
Q3 | $323K | Sell |
6,540
-244
| -4% | -$12.1K | 0.09% | 152 |
|
|
2023
Q2 | $357K | Buy |
+6,784
| New | +$357K | 0.1% | 147 |
|