WWA
WCG Wealth Advisors’s Cemex CX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-49,520
| Closed | -$384K | – | 269 |
|
2023
Q4 | $384K | Hold |
49,520
| – | – | 0.03% | 267 |
|
2023
Q3 | $322K | Sell |
49,520
-1,283
| -3% | -$8.34K | 0.02% | 262 |
|
2023
Q2 | $360K | Buy |
50,803
+483
| +1% | +$3.42K | 0.04% | 146 |
|
2023
Q1 | $278K | Buy |
50,320
+800
| +2% | +$4.42K | 0.04% | 153 |
|
2022
Q4 | $201K | Hold |
49,520
| – | – | 0.03% | 151 |
|
2022
Q3 | $170K | Hold |
49,520
| – | – | 0.02% | 277 |
|
2022
Q2 | $194K | Buy |
+49,520
| New | +$194K | 0.03% | 262 |
|