Focused Wealth Management’s Great Elm Group GEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-14
| Closed | – | – | 666 |
|
|
2015
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 678 |
|
|
2014
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 662 |
|
|
2014
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 673 |
|
|
2014
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 660 |
|
|
2014
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 630 |
|
|
2013
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 622 |
|
|
2013
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 580 |
|