FRG Family Wealth Advisors’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,931
| Closed | -$288K | – | 155 |
|
|
2018
Q1 | $288K | Sell |
1,931
-682
| -26% | -$102K | 0.1% | 130 |
|
|
2017
Q4 | $405K | Sell |
2,613
-1,029
| -28% | -$159K | 0.13% | 114 |
|
|
2017
Q3 | $558K | Sell |
3,642
-958
| -21% | -$147K | 0.19% | 99 |
|
|
2017
Q2 | $760K | Sell |
4,600
-1,328
| -22% | -$219K | 0.28% | 88 |
|
|
2017
Q1 | $1.05M | Buy |
5,928
+85
| +1% | +$15.1K | 0.41% | 73 |
|
|
2016
Q4 | $996K | Sell |
5,843
-942
| -14% | -$161K | 0.42% | 73 |
|
|
2016
Q3 | $1.32M | Buy |
6,785
+66
| +1% | +$12.8K | 0.59% | 57 |
|
|
2016
Q2 | $1.24M | Buy |
+6,719
| New | +$1.24M | 0.56% | 62 |
|