GA
Geneva Advisors’s Consumer Portfolio Services CPSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $71K | Buy |
15,589
+5,000
| +47% | +$22.8K | ﹤0.01% | 709 |
|
|
2017
Q1 | $50K | Hold |
10,589
| – | – | ﹤0.01% | 733 |
|
|
2016
Q4 | $54K | Sell |
10,589
-3,411
| -24% | -$17.4K | ﹤0.01% | 737 |
|
|
2016
Q3 | $64K | Hold |
14,000
| – | – | ﹤0.01% | 709 |
|
|
2016
Q2 | $53K | Hold |
14,000
| – | – | ﹤0.01% | 668 |
|
|
2016
Q1 | $59K | Buy |
+14,000
| New | +$59K | ﹤0.01% | 660 |
|