FDx Advisors’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-14,237
| Closed | -$367K | – | 972 |
|
2015
Q4 | $367K | Buy |
14,237
+1,025
| +8% | +$26.4K | 0.02% | 653 |
|
2015
Q3 | $423K | Buy |
13,212
+5,631
| +74% | +$180K | 0.04% | 509 |
|
2015
Q2 | $343K | Buy |
7,581
+881
| +13% | +$39.9K | 0.02% | 695 |
|
2015
Q1 | $285K | Sell |
6,700
-104
| -2% | -$4.42K | 0.01% | 1244 |
|
2014
Q4 | $294K | Sell |
6,804
-8,717
| -56% | -$377K | 0.02% | 721 |
|
2014
Q3 | $554K | Sell |
15,521
-776
| -5% | -$27.7K | 0.04% | 540 |
|
2014
Q2 | $684K | Buy |
16,297
+3,678
| +29% | +$154K | 0.04% | 468 |
|
2014
Q1 | $550K | Buy |
12,619
+3,683
| +41% | +$161K | 0.05% | 415 |
|
2013
Q4 | $475K | Buy |
8,936
+1,614
| +22% | +$85.8K | 0.05% | 375 |
|
2013
Q3 | $360K | Sell |
7,322
-353
| -5% | -$17.4K | 0.04% | 376 |
|
2013
Q2 | $291K | Buy |
+7,675
| New | +$291K | 0.04% | 388 |
|