Concert Wealth Management’s Pacific Biosciences PACB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,250
| Closed | -$40K | – | 506 |
|
|
2016
Q4 | $40K | Sell |
10,250
-4,250
| -29% | -$16.6K | 0.01% | 487 |
|
|
2016
Q3 | $129K | Hold |
14,500
| – | – | 0.02% | 721 |
|
|
2016
Q2 | $103K | Hold |
14,500
| – | – | 0.01% | 644 |
|
|
2016
Q1 | $123K | Buy |
14,500
+3,000
| +26% | +$25.4K | 0.02% | 638 |
|
|
2015
Q4 | $151K | Buy |
+11,500
| New | +$151K | 0.02% | 626 |
|