Heritage Wealth Advisors’s Versum Materials, Inc. VSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-800
| Closed | -$42K | – | 732 |
|
|
2019
Q3 | $42K | Hold |
800
| – | – | 0.01% | 296 |
|
|
2019
Q2 | $41.3K | Sell |
800
-400
| -33% | -$20.6K | 0.01% | 277 |
|
|
2019
Q1 | $60.4K | Buy |
1,200
+200
| +20% | +$10.1K | 0.01% | 212 |
|
|
2018
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 240 |
|
|
2018
Q3 | $36K | Buy |
+1,000
| New | +$36K | 0.01% | 222 |
|