Edge Wealth Management’s NEW SENIOR INVESTMENT GROUP INC. SNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-500
| Closed | -$4K | – | 634 |
|
|
2018
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 509 |
|
|
2018
Q1 | $4K | Sell |
500
-1,121
| -69% | -$8.97K | ﹤0.01% | 472 |
|
|
2017
Q4 | $12K | Buy |
1,621
+1,121
| +224% | +$8.3K | ﹤0.01% | 360 |
|
|
2017
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 441 |
|
|
2017
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 428 |
|
|
2017
Q1 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 407 |
|