IMA Advisory Services’s FAMILY DOLLAR STORES FDO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-1,557
| Closed | -$123K | – | 191 |
|
2015
Q2 | $123K | Sell |
1,557
-1,557
| -50% | -$123K | 0.06% | 171 |
|
2015
Q1 | $247K | Buy |
+3,114
| New | +$247K | 0.12% | 134 |
|
2014
Q4 | – | Sell |
-3,114
| Closed | -$241K | – | 170 |
|
2014
Q3 | $241K | Hold |
3,114
| – | – | 0.11% | 144 |
|
2014
Q2 | $206K | Buy |
+3,114
| New | +$206K | 0.09% | 156 |
|
2014
Q1 | – | Sell |
-3,114
| Closed | -$202K | – | 164 |
|
2013
Q4 | $202K | Hold |
3,114
| – | – | 0.1% | 152 |
|
2013
Q3 | $224K | Buy |
+3,114
| New | +$224K | 0.11% | 145 |
|