Financial Architects (New Jersey)’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-3,600
| Closed | -$74K | – | 1502 |
|
2017
Q4 | $74K | Sell |
3,600
-3,300
| -48% | -$67.8K | 0.01% | 511 |
|
2017
Q3 | $132K | Buy |
6,900
+200
| +3% | +$3.83K | 0.02% | 398 |
|
2017
Q2 | $109K | Buy |
6,700
+700
| +12% | +$11.4K | 0.02% | 425 |
|
2017
Q1 | $102K | Buy |
6,000
+100
| +2% | +$1.7K | 0.02% | 435 |
|
2016
Q4 | $107K | Hold |
5,900
| – | – | 0.03% | 383 |
|
2016
Q3 | $96K | Sell |
5,900
-2,200
| -27% | -$35.8K | 0.03% | 403 |
|
2016
Q2 | $132K | Buy |
8,100
+5,800
| +252% | +$94.5K | 0.04% | 321 |
|
2016
Q1 | $39K | Buy |
+2,300
| New | +$39K | 0.01% | 436 |
|
2015
Q3 | – | Sell |
-1,148
| Closed | -$36K | – | 1088 |
|
2015
Q2 | $36K | Buy |
1,148
+800
| +230% | +$25.1K | 0.01% | 498 |
|
2015
Q1 | $11K | Hold |
348
| – | – | ﹤0.01% | 698 |
|
2014
Q4 | $12K | Hold |
348
| – | – | 0.01% | 629 |
|
2014
Q3 | $12K | Buy |
348
+48
| +16% | +$1.66K | 0.01% | 562 |
|
2014
Q2 | $11K | Buy |
+300
| New | +$11K | 0.01% | 614 |
|