United Capital Financial Advisors’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-30,295
| Closed | -$618K | – | 1162 |
|
2020
Q2 | $618K | Sell |
30,295
-8,173
| -21% | -$167K | ﹤0.01% | 791 |
|
2020
Q1 | $607K | Sell |
38,468
-9,755
| -20% | -$154K | 0.01% | 754 |
|
2019
Q4 | $1.07M | Sell |
48,223
-88,804
| -65% | -$1.98M | 0.01% | 745 |
|
2019
Q3 | $2.38M | Buy |
137,027
+949
| +0.7% | +$16.5K | 0.02% | 556 |
|
2019
Q2 | $2.43M | Buy |
136,078
+15,444
| +13% | +$276K | 0.02% | 559 |
|
2019
Q1 | $2.06M | Sell |
120,634
-4,214
| -3% | -$72K | 0.01% | 580 |
|
2018
Q4 | $2M | Sell |
124,848
-12,782
| -9% | -$205K | 0.02% | 565 |
|
2018
Q3 | $2.82M | Buy |
137,630
+4,552
| +3% | +$93.4K | 0.02% | 542 |
|
2018
Q2 | $2.81M | Buy |
133,078
+107,226
| +415% | +$2.26M | 0.02% | 520 |
|
2018
Q1 | $529K | Buy |
25,852
+777
| +3% | +$15.9K | ﹤0.01% | 942 |
|
2017
Q4 | $535K | Sell |
25,075
-237
| -0.9% | -$5.06K | ﹤0.01% | 942 |
|
2017
Q3 | $482K | Buy |
+25,312
| New | +$482K | ﹤0.01% | 969 |
|
2014
Q4 | – | Sell |
-54,229
| Closed | -$926K | – | 1152 |
|
2014
Q3 | $926K | Buy |
+54,229
| New | +$926K | 0.02% | 623 |
|