Concert Wealth Management’s Joy Global Inc JOY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,097
| Closed | -$294K | – | 751 |
|
|
2015
Q2 | $294K | Buy |
8,097
+1,024
| +14% | +$37.2K | 0.04% | 502 |
|
|
2015
Q1 | $221K | Sell |
7,073
-455
| -6% | -$14.2K | 0.06% | 373 |
|
|
2014
Q4 | $350K | Sell |
7,528
-4,451
| -37% | -$207K | 0.05% | 406 |
|
|
2014
Q3 | $644K | Hold |
11,979
| – | – | 0.09% | 217 |
|
|
2014
Q2 | $713K | Sell |
11,979
-196
| -2% | -$11.7K | 0.09% | 206 |
|
|
2014
Q1 | $714K | Sell |
12,175
-652
| -5% | -$38.2K | 0.09% | 200 |
|
|
2013
Q4 | $757K | Buy |
12,827
+244
| +2% | +$14.4K | 0.1% | 187 |
|
|
2013
Q3 | $643K | Buy |
12,583
+6,445
| +105% | +$329K | 0.09% | 198 |
|
|
2013
Q2 | $301K | Buy |
+6,138
| New | +$301K | 0.05% | 337 |
|