Balasa Dinverno & Foltz’s Goodyear GT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $152K | Buy |
+15,055
| New | +$152K | 0.01% | 329 |
|
2017
Q3 | – | Sell |
-5,735
| Closed | -$200K | – | 210 |
|
2017
Q2 | $200K | Sell |
5,735
-1,448
| -20% | -$50.5K | 0.03% | 205 |
|
2017
Q1 | $259K | Sell |
7,183
-608
| -8% | -$21.9K | 0.04% | 172 |
|
2016
Q4 | $241K | Sell |
7,791
-2,670
| -26% | -$82.6K | 0.04% | 164 |
|
2016
Q3 | $338K | Sell |
10,461
-664
| -6% | -$21.5K | 0.06% | 125 |
|
2016
Q2 | $285K | Sell |
11,125
-31,822
| -74% | -$815K | 0.05% | 137 |
|
2016
Q1 | $1.42M | Buy |
42,947
+2,058
| +5% | +$67.9K | 0.25% | 31 |
|
2015
Q4 | $1.34M | Buy |
40,889
+3,500
| +9% | +$114K | 0.22% | 33 |
|
2015
Q3 | $1.1M | Buy |
37,389
+14,351
| +62% | +$421K | 0.19% | 38 |
|
2015
Q2 | $695K | Buy |
+23,038
| New | +$695K | 0.11% | 63 |
|