Integrated Wealth Management’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-454
| Closed | -$60K | – | 333 |
|
|
2016
Q3 | $60K | Buy |
454
+200
| +79% | +$26.4K | 0.02% | 380 |
|
|
2016
Q2 | $33K | Hold |
254
| – | – | 0.01% | 485 |
|
|
2016
Q1 | $32K | Sell |
254
-41
| -14% | -$5.17K | 0.01% | 449 |
|
|
2015
Q4 | $37K | Buy |
295
+141
| +92% | +$17.7K | 0.02% | 450 |
|
|
2015
Q3 | $16K | Buy |
154
+50
| +48% | +$5.2K | 0.01% | 638 |
|
|
2015
Q2 | $13K | Hold |
104
| – | – | 0.01% | 729 |
|
|
2015
Q1 | $12K | Buy |
+104
| New | +$12K | 0.01% | 715 |
|