Howe & Rusling’s Xerium Technologies Inc (new) XRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-485
| Closed | -$3K | – | 1004 |
|
2018
Q1 | $3K | Hold |
485
| – | – | ﹤0.01% | 752 |
|
2017
Q4 | $2K | Hold |
485
| – | – | ﹤0.01% | 758 |
|
2017
Q3 | $2K | Hold |
485
| – | – | ﹤0.01% | 807 |
|
2017
Q2 | $3K | Hold |
485
| – | – | ﹤0.01% | 781 |
|
2017
Q1 | $3K | Sell |
485
-45
| -8% | -$278 | ﹤0.01% | 807 |
|
2016
Q4 | $3K | Buy |
530
+225
| +74% | +$1.27K | ﹤0.01% | 828 |
|
2016
Q3 | $2K | Hold |
305
| – | – | ﹤0.01% | 922 |
|
2016
Q2 | $2K | Hold |
305
| – | – | ﹤0.01% | 874 |
|
2016
Q1 | $2K | Sell |
305
-40
| -12% | -$262 | ﹤0.01% | 905 |
|
2015
Q4 | $4K | Hold |
345
| – | – | ﹤0.01% | 707 |
|
2015
Q3 | $4K | Hold |
345
| – | – | ﹤0.01% | 708 |
|
2015
Q2 | $6K | Hold |
345
| – | – | ﹤0.01% | 622 |
|
2015
Q1 | $6K | Buy |
345
+95
| +38% | +$1.65K | ﹤0.01% | 593 |
|
2014
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 684 |
|
2014
Q3 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 670 |
|