Gupta Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-268
| Closed | -$5K | – | 1269 |
|
2015
Q4 | $5K | Sell |
268
-367
| -58% | -$6.85K | ﹤0.01% | 1021 |
|
2015
Q3 | $10K | Sell |
635
-50
| -7% | -$787 | ﹤0.01% | 911 |
|
2015
Q2 | $13K | Hold |
685
| – | – | ﹤0.01% | 847 |
|
2015
Q1 | $13K | Buy |
+685
| New | +$13K | ﹤0.01% | 711 |
|