Concert Wealth Management’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,756
| Closed | -$468K | – | 494 |
|
|
2017
Q1 | $468K | Buy |
+2,756
| New | +$468K | 0.11% | 264 |
|
|
2016
Q4 | – | Sell |
-2,189
| Closed | -$428K | – | 1013 |
|
|
2016
Q3 | $428K | Buy |
2,189
+87
| +4% | +$17K | 0.05% | 408 |
|
|
2016
Q2 | $389K | Buy |
+2,102
| New | +$389K | 0.05% | 396 |
|
|
2015
Q3 | – | Sell |
-1,494
| Closed | -$359K | – | 758 |
|
|
2015
Q2 | $359K | Buy |
+1,494
| New | +$359K | 0.05% | 446 |
|