Integrated Wealth Management’s American Capital Ltd ACAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,244
| Closed | -$21K | – | 1284 |
|
|
2016
Q3 | $21K | Hold |
1,244
| – | – | 0.01% | 596 |
|
|
2016
Q2 | $20K | Hold |
1,244
| – | – | 0.01% | 598 |
|
|
2016
Q1 | $19K | Hold |
1,244
| – | – | 0.01% | 573 |
|
|
2015
Q4 | $17K | Hold |
1,244
| – | – | 0.01% | 627 |
|
|
2015
Q3 | $15K | Hold |
1,244
| – | – | 0.01% | 665 |
|
|
2015
Q2 | $17K | Buy |
1,244
+732
| +143% | +$10K | 0.01% | 660 |
|
|
2015
Q1 | $7K | Buy |
+512
| New | +$7K | ﹤0.01% | 875 |
|