Blue Bell Private Wealth Management’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $6K | Sell |
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|
2017
Q2 | $124K | Sell |
|
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|
2017
Q1 | $258K | Sell |
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|
2016
Q4 | $268K | Sell |
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|
2016
Q3 | $336K | Sell |
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|
2016
Q2 | $369K | Sell |
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|
2016
Q1 | $431K | Sell |
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|
2015
Q4 | $524K | Buy |
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|
2015
Q3 | $251K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $10K | Sell |
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|
2014
Q1 | $35K | Hold |
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|
2013
Q4 | $34K | Buy |
|