AWM
SPLS
AE Wealth Management’s Staples Inc SPLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-103,853
| Closed | -$1.05M | – | 421 |
|
|
2017
Q2 | $1.05M | Buy |
103,853
+4,857
| +5% | +$48.9K | 0.12% | 141 |
|
|
2017
Q1 | $868K | Buy |
98,996
+18,737
| +23% | +$164K | 0.16% | 126 |
|
|
2016
Q4 | $726K | Buy |
+80,259
| New | +$726K | 0.29% | 93 |
|