CWM
PETM
Confluence Wealth Management’s PETSMART INC PETM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-18,459
| Closed | -$1.5M | – | 111 |
|
|
2014
Q4 | $1.5M | Sell |
18,459
-259
| -1% | -$21.1K | 0.94% | 28 |
|
|
2014
Q3 | $1.31M | Sell |
18,718
-369
| -2% | -$25.9K | 0.89% | 34 |
|
|
2014
Q2 | $1.14M | Sell |
19,087
-50
| -0.3% | -$2.99K | 0.65% | 50 |
|
|
2014
Q1 | $1.32M | Buy |
+19,137
| New | +$1.32M | 0.99% | 37 |
|