Focused Wealth Management’s American Capital Ltd ACAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-362
| Closed | -$6K | – | 763 |
|
|
2016
Q4 | $6K | Hold |
362
| – | – | ﹤0.01% | 535 |
|
|
2016
Q3 | $6K | Hold |
362
| – | – | ﹤0.01% | 520 |
|
|
2016
Q2 | $6K | Hold |
362
| – | – | ﹤0.01% | 513 |
|
|
2016
Q1 | $6K | Hold |
362
| – | – | ﹤0.01% | 474 |
|
|
2015
Q4 | $5K | Hold |
362
| – | – | ﹤0.01% | 520 |
|
|
2015
Q3 | $4K | Hold |
362
| – | – | ﹤0.01% | 527 |
|
|
2015
Q2 | $5K | Hold |
362
| – | – | ﹤0.01% | 518 |
|
|
2015
Q1 | $5K | Hold |
362
| – | – | ﹤0.01% | 540 |
|
|
2014
Q4 | $5K | Hold |
362
| – | – | ﹤0.01% | 526 |
|
|
2014
Q3 | $5K | Hold |
362
| – | – | ﹤0.01% | 525 |
|
|
2014
Q2 | $6K | Hold |
362
| – | – | ﹤0.01% | 501 |
|
|
2014
Q1 | $6K | Hold |
362
| – | – | 0.01% | 468 |
|
|
2013
Q4 | $6K | Hold |
362
| – | – | 0.01% | 464 |
|
|
2013
Q3 | $5K | Buy |
+362
| New | +$5K | ﹤0.01% | 460 |
|