Brandywine Oak Private Wealth’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,635
| Closed | -$248K | – | 282 |
|
|
2020
Q3 | $248K | Buy |
+13,635
| New | +$248K | 0.04% | 216 |
|
|
2019
Q4 | – | Sell |
-12,115
| Closed | -$238K | – | 247 |
|
|
2019
Q3 | $238K | Buy |
12,115
+156
| +1% | +$3.07K | 0.05% | 200 |
|
|
2019
Q2 | $243K | Buy |
+11,959
| New | +$243K | 0.05% | 192 |
|
|
2019
Q1 | – | Sell |
-13,674
| Closed | -$247K | – | 681 |
|
|
2018
Q4 | $247K | Buy |
+13,674
| New | +$247K | 0.06% | 172 |
|