HighTower Advisors’s PACIFIC COAST OIL TRUST ROYT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-13,750
| Closed | -$180K | – | 1645 |
|
2014
Q2 | $180K | Hold |
13,750
| – | – | ﹤0.01% | 1411 |
|
2014
Q1 | $184K | Hold |
13,750
| – | – | ﹤0.01% | 1326 |
|
2013
Q4 | $174K | Sell |
13,750
-800
| -5% | -$10.1K | ﹤0.01% | 1320 |
|
2013
Q3 | $234K | Sell |
14,550
-100
| -0.7% | -$1.61K | 0.01% | 1094 |
|
2013
Q2 | $264K | Buy |
+14,650
| New | +$264K | 0.01% | 1035 |
|