Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-1,007
Closed -$10K 598
2015
Q3
$10K Buy
1,007
+3
+0.3% +$50 ﹤0.01% 411
2015
Q2
$20K Buy
1,004
+2
+0.2% +$49 0.01% 328
2015
Q1
$24K Buy
1,002
+2
+0.2% +$47 0.01% 315
2014
Q4
$27K Hold
1,000
0.01% 281
2014
Q3
$39K Hold
1,000
0.02% 241
2014
Q2
$26K Hold
1,000
0.03% 301
2014
Q1
$28K Hold
1,000
0.02% 268
2013
Q4
$30K Hold
1,000
0.03% 262
2013
Q3
$21K Hold
1,000
0.02% 266
2013
Q2
$18K Buy
+1,000
New +$17.7K 0.03% 287

Other funds holding X