Advisor Group’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $131K | Buy |
13,529
+5,593
| +70% | +$54.2K | ﹤0.01% | 2725 |
|
|
2019
Q3 | $74K | Buy |
7,936
+950
| +14% | +$8.86K | ﹤0.01% | 3109 |
|
|
2019
Q2 | $73K | Buy |
6,986
+2,028
| +41% | +$21.2K | ﹤0.01% | 3095 |
|
|
2019
Q1 | $56K | Buy |
4,958
+3,398
| +218% | +$38.4K | ﹤0.01% | 3293 |
|
|
2018
Q4 | $14K | Buy |
+1,560
| New | +$14K | ﹤0.01% | 4019 |
|
|
2018
Q1 | – | Sell |
-20,944
| Closed | -$242K | – | 5016 |
|
|
2017
Q4 | $242K | Buy |
+20,944
| New | +$242K | ﹤0.01% | 1840 |
|
|
2017
Q2 | – | Sell |
-10,171
| Closed | -$113K | – | 4857 |
|
|
2017
Q1 | $113K | Sell |
10,171
-2,993
| -23% | -$33.3K | ﹤0.01% | 2072 |
|
|
2016
Q4 | $128K | Sell |
13,164
-1,484
| -10% | -$14.4K | ﹤0.01% | 1901 |
|
|
2016
Q3 | $160K | Buy |
+14,648
| New | +$160K | ﹤0.01% | 1682 |
|