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