Beta Wealth Group’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
$236K Sell
4,196
-171
-4% -$9.62K 2.75% 17
2013
Q4
$245K Buy
+4,367
New +$245K 3.11% 14