Concert Wealth Management’s Chicago Bridge & Iron Nv CBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-9,073
| Closed | -$313K | – | 1036 |
|
2016
Q2 | $313K | Buy |
9,073
+3,376
| +59% | +$116K | 0.04% | 451 |
|
2016
Q1 | $210K | Buy |
+5,697
| New | +$210K | 0.03% | 575 |
|
2015
Q4 | – | Sell |
-5,498
| Closed | -$215K | – | 761 |
|
2015
Q3 | $215K | Sell |
5,498
-3,222
| -37% | -$126K | 0.03% | 587 |
|
2015
Q2 | $436K | Buy |
+8,720
| New | +$436K | 0.06% | 394 |
|
2015
Q1 | – | Sell |
-9,135
| Closed | -$382K | – | 655 |
|
2014
Q4 | $382K | Buy |
9,135
+3,704
| +68% | +$155K | 0.06% | 386 |
|
2014
Q3 | $316K | Buy |
5,431
+28
| +0.5% | +$1.63K | 0.04% | 380 |
|
2014
Q2 | $338K | Buy |
5,403
+367
| +7% | +$23K | 0.04% | 385 |
|
2014
Q1 | $429K | Sell |
5,036
-2,030
| -29% | -$173K | 0.05% | 315 |
|
2013
Q4 | $586K | Sell |
7,066
-2,108
| -23% | -$175K | 0.07% | 227 |
|
2013
Q3 | $626K | Buy |
9,174
+1
| +0% | +$68 | 0.09% | 206 |
|
2013
Q2 | $549K | Buy |
+9,173
| New | +$549K | 0.08% | 204 |
|