Cowen Prime Advisors’s ShoreTel, Inc. SHOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-55,400
| Closed | -$396K | – | 197 |
|
|
2016
Q4 | $396K | Sell |
55,400
-664,000
| -92% | -$4.75M | 0.21% | 59 |
|
|
2016
Q3 | $5.76M | Sell |
719,400
-84,400
| -11% | -$675K | 2.61% | 10 |
|
|
2016
Q2 | $5.38M | Sell |
803,800
-47,800
| -6% | -$320K | 2.61% | 10 |
|
|
2016
Q1 | $6.34M | Buy |
851,600
+243,400
| +40% | +$1.81M | 2.94% | 10 |
|
|
2015
Q4 | $5.38M | Buy |
608,200
+26,700
| +5% | +$236K | 2.38% | 12 |
|
|
2015
Q3 | $4.34M | Buy |
581,500
+74,000
| +15% | +$553K | 2.03% | 11 |
|
|
2015
Q2 | $3.44M | Buy |
507,500
+187,800
| +59% | +$1.27M | 1.35% | 19 |
|
|
2015
Q1 | $2.18M | Buy |
319,700
+307,700
| +2,564% | +$2.1M | 0.9% | 25 |
|
|
2014
Q4 | $88K | Buy |
+12,000
| New | +$88K | 0.03% | 161 |
|