Apriem Advisors’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,060
Closed -$11K 668
2016
Q4
$11K Hold
1,060
﹤0.01% 431
2016
Q3
$9K Sell
1,060
-7
-0.7% -$59 ﹤0.01% 411
2016
Q2
$8K Buy
+1,067
New +$8K ﹤0.01% 429