Assured Investment Management’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,603
| Closed | -$522K | – | 1388 |
|
|
2018
Q3 | $522K | Buy |
+10,603
| New | +$522K | 0.01% | 721 |
|
|
2017
Q1 | – | Sell |
-18,777
| Closed | -$748K | – | 719 |
|
|
2016
Q4 | $748K | Sell |
18,777
-34,197
| -65% | -$1.36M | 0.01% | 331 |
|
|
2016
Q3 | $2.01M | Buy |
+52,974
| New | +$2.01M | 0.05% | 143 |
|
|
2016
Q1 | – | Sell |
-605
| Closed | -$16K | – | 722 |
|
|
2015
Q4 | $16K | Buy |
+605
| New | +$16K | ﹤0.01% | 565 |
|