FFSOTS
POM
Fiduciary Financial Services of The Southwest’s PEPCO HOLDINGS, INC. POM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,360
| Closed | -$321K | – | 149 |
|
|
2015
Q4 | $321K | Sell |
12,360
-795
| -6% | -$20.6K | 0.11% | 122 |
|
|
2015
Q3 | $319K | Buy |
13,155
+230
| +2% | +$5.58K | 0.11% | 127 |
|
|
2015
Q2 | $348K | Sell |
12,925
-1,475
| -10% | -$39.7K | 0.11% | 135 |
|
|
2015
Q1 | $386K | Hold |
14,400
| – | – | 0.11% | 131 |
|
|
2014
Q4 | $388K | Sell |
14,400
-350
| -2% | -$9.43K | 0.11% | 127 |
|
|
2014
Q3 | $395K | Hold |
14,750
| – | – | 0.11% | 130 |
|
|
2014
Q2 | $405K | Sell |
14,750
-3,500
| -19% | -$96.1K | 0.11% | 129 |
|
|
2014
Q1 | $374K | Sell |
18,250
-1,905
| -9% | -$39K | 0.11% | 130 |
|
|
2013
Q4 | $386K | Sell |
20,155
-1,495
| -7% | -$28.6K | 0.12% | 123 |
|
|
2013
Q3 | $400K | Sell |
21,650
-5,530
| -20% | -$102K | 0.13% | 118 |
|
|
2013
Q2 | $548K | Buy |
+27,180
| New | +$548K | 0.18% | 106 |
|