Edge Wealth Management’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-750
| Closed | -$3K | – | 386 |
|
|
2020
Q3 | $3K | Hold |
750
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $4K | Hold |
750
| – | – | ﹤0.01% | 565 |
|
|
2020
Q1 | $3K | Hold |
750
| – | – | ﹤0.01% | 511 |
|
|
2019
Q4 | $5K | Hold |
750
| – | – | ﹤0.01% | 483 |
|
|
2019
Q3 | $3K | Hold |
750
| – | – | ﹤0.01% | 501 |
|
|
2019
Q2 | $6K | Hold |
750
| – | – | ﹤0.01% | 458 |
|
|
2019
Q1 | $8K | Hold |
750
| – | – | ﹤0.01% | 416 |
|
|
2018
Q4 | $5K | Sell |
750
-1,000
| -57% | -$6.67K | ﹤0.01% | 464 |
|
|
2018
Q3 | $20K | Hold |
1,750
| – | – | ﹤0.01% | 363 |
|
|
2018
Q2 | $17K | Hold |
1,750
| – | – | ﹤0.01% | 361 |
|
|
2018
Q1 | $20K | Hold |
1,750
| – | – | 0.01% | 305 |
|
|
2017
Q4 | $19K | Hold |
1,750
| – | – | 0.01% | 311 |
|
|
2017
Q3 | $20K | Hold |
1,750
| – | – | 0.01% | 306 |
|
|
2017
Q2 | $17K | Buy |
1,750
+1,000
| +133% | +$9.71K | 0.01% | 313 |
|
|
2017
Q1 | $6K | Hold |
750
| – | – | ﹤0.01% | 386 |
|
|
2016
Q4 | $5K | Hold |
750
| – | – | ﹤0.01% | 392 |
|
|
2016
Q3 | $6K | Hold |
750
| – | – | ﹤0.01% | 372 |
|
|
2016
Q2 | $5K | Hold |
750
| – | – | ﹤0.01% | 363 |
|
|
2016
Q1 | $6K | Hold |
750
| – | – | ﹤0.01% | 324 |
|
|
2015
Q4 | $7K | Hold |
750
| – | – | ﹤0.01% | 321 |
|
|
2015
Q3 | $5K | Hold |
750
| – | – | ﹤0.01% | 340 |
|
|
2015
Q2 | $6K | Hold |
750
| – | – | ﹤0.01% | 327 |
|
|
2015
Q1 | $7K | Hold |
750
| – | – | ﹤0.01% | 316 |
|
|
2014
Q4 | $8K | Hold |
750
| – | – | ﹤0.01% | 314 |
|
|
2014
Q3 | $8K | Hold |
750
| – | – | ﹤0.01% | 318 |
|
|
2014
Q2 | $8K | Buy |
+750
| New | +$8K | ﹤0.01% | 303 |
|
|
2013
Q3 | – | Sell |
-8,585
| Closed | -$338K | – | 340 |
|
|
2013
Q2 | $338K | Buy |
+8,585
| New | +$338K | 0.23% | 46 |
|