Frontier Wealth Management’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,872
| Closed | -$266K | – | 437 |
|
|
2018
Q1 | $266K | Buy |
7,872
+130
| +2% | +$4.39K | 0.04% | 318 |
|
|
2017
Q4 | $286K | Sell |
7,742
-1,307
| -14% | -$48.3K | 0.05% | 277 |
|
|
2017
Q3 | $307K | Sell |
9,049
-1,169
| -11% | -$39.7K | 0.04% | 291 |
|
|
2017
Q2 | $322K | Sell |
10,218
-677
| -6% | -$21.3K | 0.05% | 282 |
|
|
2017
Q1 | $328K | Sell |
10,895
-1,461
| -12% | -$44K | 0.05% | 290 |
|
|
2016
Q4 | $368K | Sell |
12,356
-4,134
| -25% | -$123K | 0.06% | 253 |
|
|
2016
Q3 | $459K | Sell |
16,490
-2,467
| -13% | -$68.7K | 0.07% | 216 |
|
|
2016
Q2 | $468K | Buy |
18,957
+3,118
| +20% | +$77K | 0.07% | 215 |
|
|
2016
Q1 | $382K | Buy |
15,839
+3,098
| +24% | +$74.7K | 0.03% | 227 |
|
|
2015
Q4 | $325K | Buy |
+12,741
| New | +$325K | 0.05% | 242 |
|