Concert Wealth Management’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-25,524
| Closed | -$464K | – | 485 |
|
2017
Q1 | $464K | Sell |
25,524
-190
| -0.7% | -$3.45K | 0.1% | 266 |
|
2016
Q4 | $467K | Sell |
25,714
-13,914
| -35% | -$253K | 0.1% | 267 |
|
2016
Q3 | $648K | Sell |
39,628
-8,319
| -17% | -$136K | 0.08% | 320 |
|
2016
Q2 | $777K | Sell |
47,947
-6,831
| -12% | -$111K | 0.11% | 250 |
|
2016
Q1 | $936K | Buy |
54,778
+151
| +0.3% | +$2.58K | 0.13% | 205 |
|
2015
Q4 | $937K | Buy |
54,627
+1,819
| +3% | +$31.2K | 0.13% | 211 |
|
2015
Q3 | $1.08M | Buy |
52,808
+19,047
| +56% | +$389K | 0.15% | 175 |
|
2015
Q2 | $1.04M | Buy |
33,761
+396
| +1% | +$12.2K | 0.13% | 194 |
|
2015
Q1 | $899K | Sell |
33,365
-4,896
| -13% | -$132K | 0.26% | 102 |
|
2014
Q4 | $1.35M | Buy |
38,261
+2,592
| +7% | +$91.4K | 0.21% | 125 |
|
2014
Q3 | $1.23M | Sell |
35,669
-604
| -2% | -$20.9K | 0.17% | 98 |
|
2014
Q2 | $1.32M | Buy |
36,273
+205
| +0.6% | +$7.47K | 0.16% | 97 |
|
2014
Q1 | $1.28M | Buy |
36,068
+4,576
| +15% | +$163K | 0.16% | 95 |
|
2013
Q4 | $1.04M | Buy |
31,492
+12,701
| +68% | +$418K | 0.13% | 126 |
|
2013
Q3 | $592K | Buy |
+18,791
| New | +$592K | 0.08% | 220 |
|