Aperio Group’s WALTER ENERGY INC COM STK (DE) WLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-61,676
| Closed | -$144K | – | 1947 |
|
|
2014
Q3 | $144K | Sell |
61,676
-20,089
| -25% | -$46.9K | ﹤0.01% | 1657 |
|
|
2014
Q2 | $446K | Buy |
81,765
+59,124
| +261% | +$323K | 0.01% | 1185 |
|
|
2014
Q1 | $171K | Buy |
+22,641
| New | +$171K | ﹤0.01% | 1892 |
|
|
2013
Q4 | – | Sell |
-16,171
| Closed | -$227K | – | 1315 |
|
|
2013
Q3 | $227K | Buy |
+16,171
| New | +$227K | ﹤0.01% | 1579 |
|