CFA
HTM

Capstone Financial Advisors’s U.S. Geothermal Inc. HTM Stock Holding History

Capstone Financial Advisors’s Portfolio HTM Stock Details HTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,000
Closed -$6K – 99
2014
Q3 		$6K Hold
10,000
– – ﹤0.01% 76
2014
Q2 		$6K Sell
10,000
-2,500
-20% -$1.5K ﹤0.01% 78
2014
Q1 		$9K Buy
+12,500
New +$9K 0.01% 71