Concert Wealth Management’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,867
| Closed | -$267K | – | 244 |
|
|
2017
Q1 | $267K | Buy |
1,867
+15
| +0.8% | +$2.15K | 0.06% | 378 |
|
|
2016
Q4 | $265K | Sell |
1,852
-3,082
| -62% | -$441K | 0.06% | 379 |
|
|
2016
Q3 | $612K | Sell |
4,934
-48
| -1% | -$5.95K | 0.07% | 335 |
|
|
2016
Q2 | $567K | Buy |
4,982
+2,910
| +140% | +$331K | 0.08% | 319 |
|
|
2016
Q1 | $218K | Buy |
+2,072
| New | +$218K | 0.03% | 565 |
|
|
2015
Q4 | – | Sell |
-2,005
| Closed | -$231K | – | 701 |
|
|
2015
Q3 | $231K | Sell |
2,005
-1,660
| -45% | -$191K | 0.03% | 566 |
|
|
2015
Q2 | $440K | Buy |
+3,665
| New | +$440K | 0.06% | 390 |
|
|
2015
Q1 | – | Sell |
-3,571
| Closed | -$466K | – | 529 |
|
|
2014
Q4 | $466K | Buy |
3,571
+1,680
| +89% | +$219K | 0.07% | 339 |
|
|
2014
Q3 | $225K | Sell |
1,891
-6
| -0.3% | -$714 | 0.03% | 468 |
|
|
2014
Q2 | $209K | Buy |
+1,897
| New | +$209K | 0.03% | 506 |
|