Blue Bell Private Wealth Management’s Advent Claymore Conv Sec & Incme AGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $14K | Buy |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Sell |
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|
2017
Q3 | $2K | Sell |
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|
2017
Q2 | $2K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $14K | Sell |
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|
2016
Q3 | $132K | Sell |
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|
2016
Q2 | $228K | Sell |
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|
2016
Q1 | $597K | Sell |
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|
2015
Q4 | $621K | Buy |
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|
2015
Q3 | $104K | Buy |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $3K | Hold |
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|
2014
Q4 | $3K | Buy |
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