Curi RMB Capital’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-48,497
| Closed | -$1.46M | – | 523 |
|
|
2015
Q2 | $1.46M | Sell |
48,497
-210,860
| -81% | -$6.37M | 0.1% | 208 |
|
|
2015
Q1 | $7.06M | Buy |
259,357
+32,040
| +14% | +$872K | 0.43% | 65 |
|
|
2014
Q4 | $5.89M | Sell |
227,317
-129,243
| -36% | -$3.35M | 0.36% | 76 |
|
|
2014
Q3 | $7.2M | Buy |
356,560
+137,560
| +63% | +$2.78M | 0.44% | 66 |
|
|
2014
Q2 | $4.34M | Buy |
+219,000
| New | +$4.34M | 0.27% | 83 |
|