Blue Bell Private Wealth Management’s Crossroads Capital, Inc XRDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,072
| Closed | -$52K | – | 457 |
|
|
2015
Q3 | $52K | Sell |
11,072
-2,000
| -15% | -$9.39K | 0.04% | 211 |
|
|
2015
Q2 | $59K | Buy |
+13,072
| New | +$59K | 0.04% | 200 |
|
|
2014
Q3 | – | Sell |
-3,419
| Closed | -$20K | – | 446 |
|
|
2014
Q2 | $20K | Buy |
3,419
+19
| +0.6% | +$111 | 0.01% | 326 |
|
|
2014
Q1 | $21K | Hold |
3,400
| – | – | 0.01% | 304 |
|
|
2013
Q4 | $21K | Buy |
+3,400
| New | +$21K | 0.02% | 314 |
|