Wealthstreet Investment Advisors’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,201
| Closed | -$469K | – | 132 |
|
|
2021
Q1 | $469K | Hold |
15,201
| – | – | 0.05% | 252 |
|
|
2020
Q4 | $312K | Hold |
15,201
| – | – | 0.03% | 296 |
|
|
2020
Q3 | $304K | Hold |
15,201
| – | – | 0.03% | 276 |
|
|
2020
Q2 | $310K | Hold |
15,201
| – | – | 0.04% | 264 |
|
|
2020
Q1 | $240K | Hold |
15,201
| – | – | 0.04% | 265 |
|
|
2019
Q4 | $339K | Hold |
15,201
| – | – | 0.04% | 274 |
|
|
2019
Q3 | $299K | Buy |
15,201
+1
| +0% | +$20 | 0.04% | 280 |
|
|
2019
Q2 | $271K | Hold |
15,200
| – | – | 0.04% | 296 |
|
|
2019
Q1 | $260K | Sell |
15,200
-700
| -4% | -$12K | 0.03% | 294 |
|
|
2018
Q4 | $271K | Sell |
15,900
-500
| -3% | -$8.52K | 0.04% | 278 |
|
|
2018
Q3 | $337K | Hold |
16,400
| – | – | 0.04% | 276 |
|
|
2018
Q2 | $346K | Hold |
16,400
| – | – | 0.05% | 269 |
|
|
2018
Q1 | $336K | Hold |
16,400
| – | – | 0.04% | 268 |
|
|
2017
Q4 | $350K | Buy |
+16,400
| New | +$350K | 0.04% | 270 |
|