Apriem Advisors’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-750
Closed -$10K 284
2018
Q2
$10K Buy
+750
New +$9.77K ﹤0.01% 427
2017
Q2
Sell
-750
Closed -$14K 388
2017
Q1
$14K Hold
750
﹤0.01% 385
2016
Q4
$15K Hold
750
﹤0.01% 398
2016
Q3
$13K Hold
750
﹤0.01% 377
2016
Q2
$13K Hold
750
﹤0.01% 387
2016
Q1
$13K Hold
750
0.01% 347
2015
Q4
$13K Hold
750
﹤0.01% 347
2015
Q3
$15K Hold
750
0.01% 320
2015
Q2
$13K Hold
750
﹤0.01% 386
2015
Q1
$13K Sell
750
-500
-40% -$8.44K ﹤0.01% 382
2014
Q4
$20K Hold
1,250
0.01% 295
2014
Q3
$16K Hold
1,250
0.01% 327
2014
Q2
$18K Hold
1,250
0.01% 285
2014
Q1
$14K Hold
1,250
0.01% 328
2013
Q4
$16K Hold
1,250
0.01% 311
2013
Q3
$13K Hold
1,250
0.01% 325
2013
Q2
$11K Buy
+1,250
New +$11.7K 0.01% 322

Other funds holding MSTR