Integrated Wealth Management’s Collectors Universe CLCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$9K | – | 1131 |
|
|
2016
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 800 |
|
|
2016
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 774 |
|
|
2016
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 768 |
|
|
2015
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 840 |
|
|
2015
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 834 |
|
|
2015
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 802 |
|
|
2015
Q1 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 751 |
|