Apriem Advisors’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-500
| Closed | -$4K | – | 174 |
|
|
2017
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 502 |
|
|
2016
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 563 |
|
|
2016
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 473 |
|
|
2016
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 508 |
|
|
2016
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 451 |
|
|
2015
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 430 |
|
|
2015
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 450 |
|
|
2015
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 512 |
|
|
2015
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 483 |
|
|
2014
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 425 |
|
|
2014
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 436 |
|
|
2014
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 388 |
|
|
2014
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 415 |
|
|
2013
Q4 | $4K | Buy |
500
+100
| +25% | +$800 | ﹤0.01% | 421 |
|
|
2013
Q3 | $3K | Hold |
400
| – | – | ﹤0.01% | 434 |
|
|
2013
Q2 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 390 |
|