Aperio Group’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-925
| Closed | -$5K | – | 2630 |
|
|
2019
Q2 | $5K | Buy |
+925
| New | +$5K | ﹤0.01% | 2860 |
|
|
2017
Q2 | – | Sell |
-13,724
| Closed | -$191K | – | 2221 |
|
|
2017
Q1 | $191K | Buy |
13,724
+1,702
| +14% | +$23.7K | ﹤0.01% | 2046 |
|
|
2016
Q4 | $155K | Buy |
+12,022
| New | +$155K | ﹤0.01% | 2044 |
|
|
2015
Q3 | – | Sell |
-12,088
| Closed | -$148K | – | 1984 |
|
|
2015
Q2 | $148K | Sell |
12,088
-9
| -0.1% | -$110 | ﹤0.01% | 1915 |
|
|
2015
Q1 | $166K | Buy |
+12,097
| New | +$166K | ﹤0.01% | 1861 |
|