SSWM
CBI
Smith Salley Wealth Management’s Chicago Bridge & Iron Nv CBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-48,195
| Closed | -$2.02M | – | 177 |
|
|
2014
Q4 | $2.02M | Sell |
48,195
-15,552
| -24% | -$653K | 0.53% | 60 |
|
|
2014
Q3 | $3.69M | Buy |
63,747
+60,367
| +1,786% | +$3.49M | 0.98% | 36 |
|
|
2014
Q2 | $231K | Buy |
3,380
+119
| +4% | +$8.13K | 0.06% | 168 |
|
|
2014
Q1 | $284K | Hold |
3,261
| – | – | 0.18% | 92 |
|
|
2013
Q4 | $271K | Buy |
3,261
+1
| +0% | +$83 | 0.18% | 86 |
|
|
2013
Q3 | $221K | Sell |
3,260
-2,570
| -44% | -$174K | 0.18% | 79 |
|
|
2013
Q2 | $348K | Buy |
+5,830
| New | +$348K | 0.28% | 63 |
|