Envestnet Asset Management’s SYMMETRY MEDICAL INC SMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-403
| Closed | -$4K | – | 2933 |
|
|
2014
Q3 | $4K | Sell |
403
-1,854
| -82% | -$17.2K | ﹤0.01% | 2398 |
|
|
2014
Q2 | $20K | Buy |
2,257
+34
| +2% | +$296 | ﹤0.01% | 1770 |
|
|
2014
Q1 | $22K | Hold |
2,223
| – | – | ﹤0.01% | 1634 |
|
|
2013
Q4 | $22K | Buy |
2,223
+457
| +26% | +$3.98K | ﹤0.01% | 1484 |
|
|
2013
Q3 | $14K | Buy |
1,766
+1,548
| +710% | +$13.1K | ﹤0.01% | 1593 |
|
|
2013
Q2 | $2K | Buy |
+218
| New | +$2.24K | ﹤0.01% | 2163 |
|