CFA
ALU

Carroll Financial Associates’s ALCATEL-LUCENT ADR ALU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-393
Closed -$1K 1298
2016
Q1
$1K Sell
393
-888
-69% -$2.26K ﹤0.01% 1110
2015
Q4
$4K Sell
1,281
-38
-3% -$119 ﹤0.01% 937
2015
Q3
$4K Sell
1,319
-59
-4% -$179 ﹤0.01% 911
2015
Q2
$5K Buy
1,378
+106
+8% +$385 ﹤0.01% 873
2015
Q1
$5K Buy
1,272
+945
+289% +$3.72K ﹤0.01% 646
2014
Q4
$1K Sell
327
-108
-25% -$330 ﹤0.01% 721
2014
Q3
$1K Sell
435
-963
-69% -$2.21K ﹤0.01% 814
2014
Q2
$5K Buy
1,398
+255
+22% +$912 ﹤0.01% 721
2014
Q1
$4K Sell
1,143
-60
-5% -$210 ﹤0.01% 700
2013
Q4
$5K Sell
1,203
-64
-5% -$266 ﹤0.01% 618
2013
Q3
$4K Buy
+1,267
New +$4K ﹤0.01% 640