EHWM
BMS
Eads & Heald Wealth Management’s Bemis BMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-16,321
| Closed | -$905K | – | 130 |
|
|
2019
Q1 | $905K | Sell |
16,321
-79
| -0.5% | -$4.38K | 0.52% | 82 |
|
|
2018
Q4 | $753K | Buy |
16,400
+20
| +0.1% | +$918 | 0.5% | 83 |
|
|
2018
Q3 | $796K | Sell |
16,380
-6,831
| -29% | -$332K | 0.46% | 89 |
|
|
2018
Q2 | $980K | Sell |
23,211
-214
| -0.9% | -$9.04K | 0.6% | 76 |
|
|
2018
Q1 | $1.02M | Sell |
23,425
-4,085
| -15% | -$178K | 0.65% | 75 |
|
|
2017
Q4 | $1.32M | Sell |
27,510
-1,350
| -5% | -$64.5K | 0.78% | 65 |
|
|
2017
Q3 | $1.32M | Buy |
28,860
+930
| +3% | +$42.4K | 0.82% | 61 |
|
|
2017
Q2 | $1.29M | Buy |
27,930
+13,570
| +94% | +$628K | 0.83% | 59 |
|
|
2017
Q1 | $702K | Sell |
14,360
-800
| -5% | -$39.1K | 0.45% | 90 |
|
|
2016
Q4 | $725K | Sell |
15,160
-15
| -0.1% | -$717 | 0.49% | 84 |
|
|
2016
Q3 | $774K | Buy |
15,175
+1,685
| +12% | +$85.9K | 0.53% | 82 |
|
|
2016
Q2 | $695K | Buy |
13,490
+400
| +3% | +$20.6K | 0.48% | 89 |
|
|
2016
Q1 | $678K | Sell |
13,090
-1,190
| -8% | -$61.6K | 0.47% | 88 |
|
|
2015
Q4 | $638K | Sell |
14,280
-60
| -0.4% | -$2.68K | 0.44% | 91 |
|
|
2015
Q3 | $567K | Sell |
14,340
-650
| -4% | -$25.7K | 0.4% | 97 |
|
|
2015
Q2 | $675K | Sell |
14,990
-95
| -0.6% | -$4.28K | 0.44% | 94 |
|
|
2015
Q1 | $699K | Sell |
15,085
-1,055
| -7% | -$48.9K | 0.45% | 91 |
|
|
2014
Q4 | $730K | Sell |
16,140
-360
| -2% | -$16.3K | 0.46% | 91 |
|
|
2014
Q3 | $627K | Buy |
16,500
+930
| +6% | +$35.3K | 0.42% | 94 |
|
|
2014
Q2 | $633K | Buy |
15,570
+1,280
| +9% | +$52K | 0.42% | 93 |
|
|
2014
Q1 | $561K | Sell |
14,290
-516
| -3% | -$20.3K | 0.37% | 94 |
|
|
2013
Q4 | $606K | Sell |
14,806
-620
| -4% | -$25.4K | 0.4% | 93 |
|
|
2013
Q3 | $602K | Sell |
15,426
-95
| -0.6% | -$3.71K | 0.43% | 92 |
|
|
2013
Q2 | $607K | Buy |
+15,521
| New | +$607K | 0.43% | 89 |
|