Integrated Wealth Management’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-97
| Closed | -$4K | – | 1162 |
|
|
2016
Q3 | $4K | Hold |
97
| – | – | ﹤0.01% | 971 |
|
|
2016
Q2 | $3K | Hold |
97
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q1 | $3K | Hold |
97
| – | – | ﹤0.01% | 957 |
|
|
2015
Q4 | $2K | Hold |
97
| – | – | ﹤0.01% | 1125 |
|
|
2015
Q3 | $3K | Buy |
+97
| New | +$3K | ﹤0.01% | 1059 |
|