Concert Wealth Management’s St Jude Medical STJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,683
| Closed | -$288K | – | 1039 |
|
|
2016
Q2 | $288K | Buy |
+3,683
| New | +$288K | 0.04% | 475 |
|
|
2016
Q1 | – | Sell |
-3,344
| Closed | -$208K | – | 726 |
|
|
2015
Q4 | $208K | Buy |
3,344
+7
| +0.2% | +$435 | 0.03% | 583 |
|
|
2015
Q3 | $212K | Sell |
3,337
-655
| -16% | -$41.6K | 0.03% | 594 |
|
|
2015
Q2 | $289K | Buy |
+3,992
| New | +$289K | 0.04% | 511 |
|
|
2015
Q1 | – | Sell |
-3,860
| Closed | -$250K | – | 658 |
|
|
2014
Q4 | $250K | Buy |
+3,860
| New | +$250K | 0.04% | 518 |
|