Carroll Financial Associates’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $24K | Sell |
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|
2017
Q2 | $38K | Sell |
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|
2017
Q1 | $36K | Sell |
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|
2016
Q4 | $37K | Sell |
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|
2016
Q3 | $35K | Sell |
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|
2016
Q2 | $33K | Sell |
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|
2016
Q1 | $86K | Buy |
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|
2015
Q4 | $59K | Buy |
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|
2015
Q3 | $33K | Buy |
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|
2015
Q2 | $3K | Buy |
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