Edge Wealth Management’s Xactly Corporation XTLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-31,160
| Closed | -$373K | – | 573 |
|
|
2017
Q1 | $373K | Hold |
31,160
| – | – | 0.13% | 88 |
|
|
2016
Q4 | $345K | Buy |
31,160
+14,010
| +82% | +$155K | 0.13% | 92 |
|
|
2016
Q3 | $252K | Sell |
17,150
-2,500
| -13% | -$36.7K | 0.11% | 94 |
|
|
2016
Q2 | $248K | Buy |
19,650
+5,250
| +36% | +$66.3K | 0.1% | 99 |
|
|
2016
Q1 | $99K | Buy |
14,400
+7,900
| +122% | +$54.3K | 0.04% | 135 |
|
|
2015
Q4 | $56K | Hold |
6,500
| – | – | 0.02% | 176 |
|
|
2015
Q3 | $53K | Buy |
+6,500
| New | +$53K | 0.02% | 176 |
|