Evermay Wealth Management’s SIGMA - ALDRICH CORP SIAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-2,307
| Closed | -$319K | – | 90 |
|
2015
Q1 | $319K | Hold |
2,307
| – | – | 0.19% | 57 |
|
2014
Q4 | $317K | Sell |
2,307
-1,350
| -37% | -$186K | 0.21% | 63 |
|
2014
Q3 | $497K | Hold |
3,657
| – | – | 0.43% | 36 |
|
2014
Q2 | $371K | Sell |
3,657
-200
| -5% | -$20.3K | 0.32% | 50 |
|
2014
Q1 | $360K | Hold |
3,857
| – | – | 0.38% | 39 |
|
2013
Q4 | $363K | Buy |
+3,857
| New | +$363K | 0.5% | 31 |
|