Icon Wealth Partners’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,325
| Closed | -$90K | – | 831 |
|
|
2019
Q1 | $90K | Buy |
+4,325
| New | +$90K | 0.03% | 242 |
|
|
2018
Q3 | – | Sell |
-5,218
| Closed | -$106K | – | 767 |
|
|
2018
Q2 | $106K | Hold |
5,218
| – | – | 0.04% | 228 |
|
|
2018
Q1 | $100K | Buy |
5,218
+55
| +1% | +$1.05K | 0.05% | 254 |
|
|
2017
Q4 | $118K | Buy |
+5,163
| New | +$118K | 0.06% | 249 |
|