Carroll Financial Associates’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,825
| Closed | -$55K | – | 1848 |
|
|
2021
Q2 | $55K | Buy |
+1,825
| New | +$55K | ﹤0.01% | 789 |
|
|
2016
Q2 | – | Sell |
-183
| Closed | -$6K | – | 1172 |
|
|
2016
Q1 | $6K | Hold |
183
| – | – | ﹤0.01% | 864 |
|
|
2015
Q4 | $5K | Buy |
183
+137
| +298% | +$3.74K | ﹤0.01% | 865 |
|
|
2015
Q3 | $1K | Sell |
46
-234
| -84% | -$5.09K | ﹤0.01% | 1021 |
|
|
2015
Q2 | $11K | Buy |
280
+259
| +1,233% | +$10.2K | ﹤0.01% | 688 |
|
|
2015
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 773 |
|
|
2014
Q4 | – | Sell |
-90
| Closed | -$4K | – | 801 |
|
|
2014
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 690 |
|
|
2014
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 705 |
|
|
2014
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 683 |
|
|
2013
Q4 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 674 |
|