Chase Investment Counsel’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-58,770
| Closed | -$546K | – | 95 |
|
|
2020
Q2 | $546K | Buy |
+58,770
| New | +$546K | 0.28% | 60 |
|
|
2019
Q3 | – | Sell |
-442,965
| Closed | -$4.21M | – | 102 |
|
|
2019
Q2 | $4.21M | Sell |
442,965
-30,537
| -6% | -$290K | 2.14% | 15 |
|
|
2019
Q1 | $4.35M | Buy |
473,502
+144,620
| +44% | +$1.33M | 2.24% | 13 |
|
|
2018
Q4 | $2.92M | Buy |
+328,882
| New | +$2.92M | 1.74% | 20 |
|