Bernicke Wealth Management’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-16,337
| Closed | -$279K | – | 61 |
|
|
2017
Q1 | $279K | Sell |
16,337
-15,525
| -49% | -$265K | 0.23% | 39 |
|
|
2016
Q4 | $576K | Sell |
31,862
-132
| -0.4% | -$2.39K | 0.5% | 32 |
|
|
2016
Q3 | $522K | Buy |
31,994
+203
| +0.6% | +$3.31K | 0.45% | 34 |
|
|
2016
Q2 | $516K | Buy |
31,791
+738
| +2% | +$12K | 0.47% | 34 |
|
|
2016
Q1 | $529K | Buy |
31,053
+3,499
| +13% | +$59.6K | 0.49% | 34 |
|
|
2015
Q4 | $472K | Buy |
27,554
+1,046
| +4% | +$17.9K | 0.46% | 35 |
|
|
2015
Q3 | $545K | Sell |
26,508
-35
| -0.1% | -$720 | 0.56% | 34 |
|
|
2015
Q2 | $822K | Buy |
26,543
+5,059
| +24% | +$157K | 0.78% | 28 |
|
|
2015
Q1 | $693K | Buy |
+21,484
| New | +$693K | 0.74% | 33 |
|