Blue Bell Private Wealth Management’s BOULDER TOTAL RETURN FD INC BTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,216
| Closed | -$200K | – | 435 |
|
|
2014
Q4 | $200K | Sell |
7,216
-1,042
| -13% | -$28.9K | 0.12% | 101 |
|
|
2014
Q3 | $218K | Buy |
8,258
+900
| +12% | +$23.8K | 0.13% | 96 |
|
|
2014
Q2 | $189K | Buy |
7,358
+1,404
| +24% | +$36.1K | 0.11% | 107 |
|
|
2014
Q1 | $145K | Sell |
5,954
-1,725
| -22% | -$42K | 0.1% | 104 |
|
|
2013
Q4 | $177K | Buy |
+7,679
| New | +$177K | 0.14% | 90 |
|