Compagnie Lombard Odier SCmA’s SPDR S&P International Financial Sector IPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,045
| Closed | -$20K | – | 882 |
|
|
2016
Q4 | $20K | Sell |
1,045
-450
| -30% | -$8.61K | ﹤0.01% | 701 |
|
|
2016
Q3 | $27K | Hold |
1,495
| – | – | ﹤0.01% | 756 |
|
|
2016
Q2 | $25K | Hold |
1,495
| – | – | ﹤0.01% | 765 |
|
|
2016
Q1 | $26K | Hold |
1,495
| – | – | ﹤0.01% | 805 |
|
|
2015
Q4 | $30K | Hold |
1,495
| – | – | ﹤0.01% | 747 |
|
|
2015
Q3 | $29K | Buy |
1,495
+450
| +43% | +$8.73K | ﹤0.01% | 659 |
|
|
2015
Q2 | $23K | Hold |
1,045
| – | – | ﹤0.01% | 708 |
|
|
2015
Q1 | $22K | Buy |
+1,045
| New | +$22K | ﹤0.01% | 858 |
|