CPA
Clear Perspective Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,718
| Closed | -$80K | – | 390 |
|
|
2018
Q2 | $80K | Sell |
1,718
-375
| -18% | -$17.5K | 0.06% | 214 |
|
|
2018
Q1 | $93K | Sell |
2,093
-375
| -15% | -$16.7K | 0.07% | 196 |
|
|
2017
Q4 | $119K | Sell |
2,468
-629
| -20% | -$30.3K | 0.09% | 171 |
|
|
2017
Q3 | $152K | Sell |
3,097
-179
| -5% | -$8.79K | 0.12% | 150 |
|
|
2017
Q2 | $157K | Sell |
3,276
-192
| -6% | -$9.2K | 0.13% | 136 |
|
|
2017
Q1 | $173K | Hold |
3,468
| – | – | 0.11% | 127 |
|
|
2016
Q4 | $171K | Buy |
+3,468
| New | +$171K | 0.11% | 134 |
|