CIM Investment Management’s Financial Engines, Inc. FNGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-20,979
| Closed | -$734K | – | 369 |
|
|
2018
Q1 | $734K | Buy |
20,979
+6,205
| +42% | +$217K | 0.25% | 103 |
|
|
2017
Q4 | $448K | Buy |
14,774
+6,925
| +88% | +$210K | 0.15% | 191 |
|
|
2017
Q3 | $273K | Hold |
7,849
| – | – | 0.1% | 275 |
|
|
2017
Q2 | $287K | Sell |
7,849
-234
| -3% | -$8.56K | 0.1% | 279 |
|
|
2017
Q1 | $352K | Hold |
8,083
| – | – | 0.12% | 232 |
|
|
2016
Q4 | $297K | Hold |
8,083
| – | – | 0.11% | 262 |
|
|
2016
Q3 | $240K | Buy |
+8,083
| New | +$240K | 0.09% | 298 |
|