Baldwin Wealth Partners’s Keryx Biopharmaceuticals Inc KERX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-43,000
| Closed | -$146K | – | 558 |
|
2018
Q3 | $146K | Hold |
43,000
| – | – | 0.02% | 219 |
|
2018
Q2 | $162K | Hold |
43,000
| – | – | 0.03% | 214 |
|
2018
Q1 | $176K | Hold |
43,000
| – | – | 0.03% | 204 |
|
2017
Q4 | $200K | Sell |
43,000
-300
| -0.7% | -$1.4K | 0.03% | 194 |
|
2017
Q3 | $307K | Hold |
43,300
| – | – | 0.05% | 161 |
|
2017
Q2 | $313K | Hold |
43,300
| – | – | 0.05% | 164 |
|
2017
Q1 | $267K | Hold |
43,300
| – | – | 0.04% | 171 |
|
2016
Q4 | $254K | Sell |
43,300
-16,325
| -27% | -$95.8K | 0.05% | 163 |
|
2016
Q3 | $317K | Buy |
59,625
+5,000
| +9% | +$26.6K | 0.06% | 153 |
|
2016
Q2 | $362K | Buy |
54,625
+1,000
| +2% | +$6.63K | 0.07% | 128 |
|
2016
Q1 | $250K | Buy |
53,625
+8,000
| +18% | +$37.3K | 0.04% | 184 |
|
2015
Q4 | $230K | Sell |
45,625
-5,000
| -10% | -$25.2K | 0.04% | 206 |
|
2015
Q3 | $178K | Buy |
50,625
+21,000
| +71% | +$73.8K | 0.03% | 219 |
|
2015
Q2 | $296K | Sell |
29,625
-1,000
| -3% | -$9.99K | 0.04% | 201 |
|
2015
Q1 | $390K | Buy |
30,625
+10,000
| +48% | +$127K | 0.06% | 184 |
|
2014
Q4 | $292K | Buy |
20,625
+3,590
| +21% | +$50.8K | 0.04% | 201 |
|
2014
Q3 | $234K | Sell |
17,035
-1,435
| -8% | -$19.7K | 0.03% | 230 |
|
2014
Q2 | $284K | Buy |
18,470
+5,300
| +40% | +$81.5K | 0.04% | 204 |
|
2014
Q1 | $224K | Sell |
13,170
-10,149
| -44% | -$173K | 0.04% | 221 |
|
2013
Q4 | $302K | Buy |
23,319
+1,500
| +7% | +$19.4K | 0.05% | 193 |
|
2013
Q3 | $220K | Hold |
21,819
| – | – | 0.04% | 214 |
|
2013
Q2 | $163K | Buy |
+21,819
| New | +$163K | 0.03% | 210 |
|