Cahill Financial Advisors’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,410
| Closed | -$203K | – | 116 |
|
|
2015
Q3 | $203K | Hold |
11,410
| – | – | 0.17% | 105 |
|
|
2015
Q2 | $232K | Hold |
11,410
| – | – | 0.17% | 102 |
|
|
2015
Q1 | $242K | Sell |
11,410
-472
| -4% | -$10K | 0.18% | 95 |
|
|
2014
Q4 | $257K | Buy |
11,882
+1,631
| +16% | +$35.3K | 0.2% | 91 |
|
|
2014
Q3 | $236K | Sell |
10,251
-117
| -1% | -$2.69K | 0.19% | 97 |
|
|
2014
Q2 | $254K | Buy |
+10,368
| New | +$254K | 0.2% | 96 |
|