Independent Advisor Alliance’s Teekay TK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-26,865
| Closed | -$90K | – | 464 |
|
|
2018
Q4 | $90K | Sell |
26,865
-19,735
| -42% | -$66.1K | 0.02% | 383 |
|
|
2018
Q3 | $329K | Buy |
46,600
+1,500
| +3% | +$10.6K | 0.06% | 243 |
|
|
2018
Q2 | $350K | Buy |
45,100
+12,950
| +40% | +$100K | 0.07% | 216 |
|
|
2018
Q1 | $249K | Buy |
32,150
+14,670
| +84% | +$114K | 0.06% | 277 |
|
|
2017
Q4 | $181K | Buy |
+17,480
| New | +$181K | 0.04% | 302 |
|