Fusion Family Wealth’s Nathan's Famous NATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,026
| Closed | -$68K | – | 213 |
|
|
2018
Q4 | $68K | Hold |
1,026
| – | – | 0.02% | 98 |
|
|
2018
Q3 | $85K | Hold |
1,026
| – | – | 0.02% | 94 |
|
|
2018
Q2 | $97K | Hold |
1,026
| – | – | 0.03% | 94 |
|
|
2018
Q1 | $76K | Hold |
1,026
| – | – | 0.03% | 91 |
|
|
2017
Q4 | $77K | Buy |
+1,026
| New | +$77K | 0.02% | 108 |
|
|
2017
Q3 | – | Sell |
-6,580
| Closed | -$415K | – | 273 |
|
|
2017
Q2 | $415K | Hold |
6,580
| – | – | 0.14% | 46 |
|
|
2017
Q1 | $412K | Buy |
6,580
+1,070
| +19% | +$67K | 0.15% | 45 |
|
|
2016
Q4 | $341K | Buy |
+5,510
| New | +$341K | 0.2% | 51 |
|