Advisory Research’s SCHEID VINEYARDS INC CL-A SVIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,154
| Closed | -$363K | – | 479 |
|
|
2017
Q1 | $363K | Sell |
11,154
-14,716
| -57% | -$479K | 0.01% | 374 |
|
|
2016
Q4 | $776K | Hold |
25,870
| – | – | 0.01% | 299 |
|
|
2016
Q3 | $753K | Hold |
25,870
| – | – | 0.01% | 189 |
|
|
2016
Q2 | $717K | Hold |
25,870
| – | – | 0.01% | 193 |
|
|
2016
Q1 | $776K | Hold |
25,870
| – | – | 0.01% | 192 |
|
|
2015
Q4 | $832K | Hold |
25,870
| – | – | 0.01% | 207 |
|
|
2015
Q3 | $810K | Hold |
25,870
| – | – | 0.01% | 217 |
|
|
2015
Q2 | $847K | Hold |
25,870
| – | – | 0.01% | 247 |
|
|
2015
Q1 | $802K | Hold |
25,870
| – | – | 0.01% | 260 |
|
|
2014
Q4 | $784K | Sell |
25,870
-7,340
| -22% | -$222K | 0.01% | 274 |
|
|
2014
Q3 | $1.1M | Hold |
33,210
| – | – | 0.01% | 245 |
|
|
2014
Q2 | $980K | Hold |
33,210
| – | – | 0.01% | 255 |
|
|
2014
Q1 | $930K | Hold |
33,210
| – | – | 0.01% | 251 |
|
|
2013
Q4 | $830K | Hold |
33,210
| – | – | 0.01% | 258 |
|
|
2013
Q3 | $756K | Hold |
33,210
| – | – | 0.01% | 253 |
|
|
2013
Q2 | $805K | Buy |
+33,210
| New | +$805K | 0.01% | 252 |
|