Doliver Advisors’s AMERICAN SELECT PTFL INC SLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-56,781
| Closed | -$608K | – | 319 |
|
|
2014
Q2 | $608K | Sell |
56,781
-29,155
| -34% | -$301K | 0.53% | 60 |
|
|
2014
Q1 | $854K | Buy |
85,936
+21,585
| +34% | +$209K | 0.56% | 59 |
|
|
2013
Q4 | $596K | Buy |
64,351
+3,558
| +6% | +$34.1K | 0.38% | 108 |
|
|
2013
Q3 | $584K | Sell |
60,793
-45,057
| -43% | -$436K | 0.36% | 93 |
|
|
2013
Q2 | $1.08M | Buy |
+105,850
| New | +$1.12M | 0.63% | 11 |
|