Atherton Lane Advisers’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $952K | Sell |
41,140
-960
| -2% | -$22.2K | 0.06% | 101 |
|
|
2015
Q3 | $929K | Sell |
42,100
-435
| -1% | -$9.6K | 0.06% | 103 |
|
|
2015
Q2 | $980K | Sell |
42,535
-185
| -0.4% | -$4.26K | 0.05% | 108 |
|
|
2015
Q1 | $1M | Sell |
42,720
-135
| -0.3% | -$3.17K | 0.05% | 115 |
|
|
2014
Q4 | $998K | Sell |
42,855
-160
| -0.4% | -$3.73K | 0.05% | 118 |
|
|
2014
Q3 | $928K | Buy |
43,015
+7,110
| +20% | +$153K | 0.05% | 124 |
|
|
2014
Q2 | $770K | Buy |
+35,905
| New | +$770K | 0.04% | 146 |
|