Apriem Advisors’s MERRILL PF CP TST V 7.28%TOPRS MER.PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-100
| Closed | -$3K | – | 662 |
|
|
2015
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 493 |
|
|
2015
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2015
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 566 |
|
|
2015
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 512 |
|
|
2014
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 477 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 476 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$3K | – | 550 |
|
|
2014
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 442 |
|
|
2013
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 456 |
|
|
2013
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 447 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 418 |
|