Apriem Advisors’s The ExOne Company XONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,280
| Closed | -$14K | – | 625 |
|
|
2015
Q2 | $14K | Hold |
1,280
| – | – | ﹤0.01% | 376 |
|
|
2015
Q1 | $17K | Hold |
1,280
| – | – | 0.01% | 350 |
|
|
2014
Q4 | $22K | Sell |
1,280
-500
| -28% | -$8.59K | 0.01% | 287 |
|
|
2014
Q3 | $37K | Buy |
1,780
+500
| +39% | +$10.4K | 0.01% | 242 |
|
|
2014
Q2 | $51K | Sell |
1,280
-3,450
| -73% | -$137K | 0.02% | 197 |
|
|
2014
Q1 | $169K | Buy |
4,730
+682
| +17% | +$24.4K | 0.06% | 126 |
|
|
2013
Q4 | $245K | Buy |
4,048
+1,576
| +64% | +$95.4K | 0.1% | 101 |
|
|
2013
Q3 | $105K | Buy |
+2,472
| New | +$105K | 0.05% | 148 |
|