IFP Advisors’s Schulman (A.) Inc SHLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-527
| Closed | -$23K | – | 4097 |
|
|
2018
Q2 | $23K | Buy |
527
+174
| +49% | +$7.59K | ﹤0.01% | 2366 |
|
|
2018
Q1 | $13K | Hold |
353
| – | – | ﹤0.01% | 2655 |
|
|
2017
Q4 | $13K | Buy |
353
+107
| +43% | +$3.94K | ﹤0.01% | 2651 |
|
|
2017
Q3 | $8K | Buy |
246
+114
| +86% | +$3.71K | ﹤0.01% | 3159 |
|
|
2017
Q2 | $4K | Hold |
132
| – | – | ﹤0.01% | 3539 |
|
|
2017
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 3435 |
|
|
2016
Q4 | $4K | Buy |
132
+46
| +53% | +$1.39K | ﹤0.01% | 3430 |
|
|
2016
Q3 | $3K | Buy |
86
+79
| +1,129% | +$2.76K | ﹤0.01% | 3503 |
|
|
2016
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 4381 |
|
|
2016
Q1 | – | Sell |
-70
| Closed | -$2K | – | 3935 |
|
|
2015
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 3409 |
|