Concert Wealth Management’s Netsuite Inc N Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,873
| Closed | -$719K | – | 1041 |
|
|
2016
Q2 | $719K | Sell |
9,873
-500
| -5% | -$36.4K | 0.1% | 262 |
|
|
2016
Q1 | $710K | Hold |
10,373
| – | – | 0.1% | 266 |
|
|
2015
Q4 | $879K | Sell |
10,373
-37
| -0.4% | -$3.14K | 0.12% | 221 |
|
|
2015
Q3 | $874K | Buy |
10,410
+13
| +0.1% | +$1.09K | 0.12% | 223 |
|
|
2015
Q2 | $954K | Buy |
10,397
+224
| +2% | +$20.6K | 0.12% | 217 |
|
|
2015
Q1 | $0 | Hold |
10,173
| – | – | ﹤0.01% | 661 |
|
|
2014
Q4 | $1.11M | Sell |
10,173
-1,080
| -10% | -$118K | 0.17% | 157 |
|
|
2014
Q3 | $1.01M | Buy |
11,253
+80
| +0.7% | +$7.17K | 0.14% | 130 |
|
|
2014
Q2 | $969K | Hold |
11,173
| – | – | 0.12% | 142 |
|
|
2014
Q1 | $1.03M | Sell |
11,173
-327
| -3% | -$30.2K | 0.13% | 130 |
|
|
2013
Q4 | $1.19M | Hold |
11,500
| – | – | 0.15% | 109 |
|
|
2013
Q3 | $1.24M | Buy |
+11,500
| New | +$1.24M | 0.18% | 91 |
|