Baldwin Wealth Partners’s Versum Materials, Inc. VSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-200
| Closed | -$11K | – | 567 |
|
2019
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 451 |
|
2019
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 454 |
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 458 |
|
2018
Q4 | $6K | Sell |
200
-450
| -69% | -$13.5K | ﹤0.01% | 462 |
|
2018
Q3 | $23K | Hold |
650
| – | – | ﹤0.01% | 394 |
|
2018
Q2 | $24K | Hold |
650
| – | – | ﹤0.01% | 384 |
|
2018
Q1 | $24K | Buy |
650
+440
| +210% | +$16.2K | ﹤0.01% | 367 |
|
2017
Q4 | $8K | Buy |
+210
| New | +$8K | ﹤0.01% | 425 |
|
2017
Q2 | – | Sell |
-535
| Closed | -$16K | – | 515 |
|
2017
Q1 | $16K | Sell |
535
-37
| -6% | -$1.11K | ﹤0.01% | 387 |
|
2016
Q4 | $16K | Buy |
+572
| New | +$16K | ﹤0.01% | 391 |
|