BKS Advisors’s BARRA INC BARZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-320,466
| Closed | -$10K | – | 226 |
|
|
2017
Q3 | $10K | Buy |
+320,466
| New | +$10K | ﹤0.01% | 211 |
|
|
2017
Q2 | – | Sell |
-320,466
| Closed | -$15K | – | 216 |
|
|
2017
Q1 | $15K | Hold |
320,466
| – | – | 0.01% | 196 |
|
|
2016
Q4 | $16K | Buy |
+320,466
| New | +$16K | 0.01% | 183 |
|
|
2015
Q2 | – | Sell |
-115,000
| Closed | -$12K | – | 172 |
|
|
2015
Q1 | $12K | Buy |
+115,000
| New | +$12K | 0.01% | 159 |
|