Integrated Wealth Management’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5
| Closed | – | – | 1082 |
|
|
2016
Q3 | $0 | Sell |
5
-7
| -58% | – | ﹤0.01% | 1335 |
|
|
2016
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1386 |
|
|
2016
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1337 |
|
|
2015
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1403 |
|
|
2015
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1257 |
|
|
2015
Q2 | $1K | Buy |
12
+7
| +140% | +$583 | ﹤0.01% | 1295 |
|
|
2015
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1381 |
|