Integrated Wealth Management’s ADT CORP ADT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-120
| Closed | -$5K | – | 1425 |
|
|
2016
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 861 |
|
|
2015
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 998 |
|
|
2015
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 1005 |
|
|
2015
Q2 | $4K | Sell |
120
-108
| -47% | -$3.6K | ﹤0.01% | 1025 |
|
|
2015
Q1 | $9K | Buy |
+228
| New | +$9K | ﹤0.01% | 798 |
|