EHWM
SPLS
Eads & Heald Wealth Management’s Staples Inc SPLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,430
| Closed | -$135K | – | 133 |
|
|
2017
Q2 | $135K | Hold |
13,430
| – | – | 0.09% | 129 |
|
|
2017
Q1 | $118K | Sell |
13,430
-800
| -6% | -$7.03K | 0.08% | 129 |
|
|
2016
Q4 | $129K | Buy |
14,230
+205
| +1% | +$1.86K | 0.09% | 129 |
|
|
2016
Q3 | $120K | Buy |
14,025
+245
| +2% | +$2.1K | 0.08% | 129 |
|
|
2016
Q2 | $119K | Hold |
13,780
| – | – | 0.08% | 131 |
|
|
2016
Q1 | $152K | Buy |
+13,780
| New | +$152K | 0.11% | 129 |
|