Garrison Bradford & Associates’s WORLD ENERGY SOLUTIONS INC NEW COMMON (DE) XWES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-34,400
| Closed | -$189K | – | 111 |
|
|
2014
Q4 | $189K | Sell |
34,400
-10,000
| -23% | -$54.9K | 0.17% | 91 |
|
|
2014
Q3 | $218K | Sell |
44,400
-5,000
| -10% | -$24.6K | 0.22% | 85 |
|
|
2014
Q2 | $198K | Hold |
49,400
| – | – | 0.18% | 93 |
|
|
2014
Q1 | $238K | Hold |
49,400
| – | – | 0.23% | 86 |
|
|
2013
Q4 | $210K | Hold |
49,400
| – | – | 0.2% | 90 |
|
|
2013
Q3 | $162K | Hold |
49,400
| – | – | 0.17% | 92 |
|
|
2013
Q2 | $196K | Buy |
+49,400
| New | +$196K | 0.21% | 88 |
|