Coe Capital Management’s POWERSECURE INTL INC COM STK (DE) POWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-13,900
| Closed | -$183K | – | 269 |
|
|
2015
Q1 | $183K | Sell |
13,900
-242,246
| -95% | -$3.19M | 0.07% | 198 |
|
|
2014
Q4 | $2.98M | Buy |
256,146
+136,429
| +114% | +$1.59M | 0.95% | 25 |
|
|
2014
Q3 | $1.15M | Buy |
+119,717
| New | +$1.15M | 0.43% | 89 |
|
|
2014
Q1 | – | Sell |
-24,800
| Closed | -$426K | – | 278 |
|
|
2013
Q4 | $426K | Buy |
+24,800
| New | +$426K | 0.15% | 156 |
|