Integrated Wealth Management’s DST Systems Inc. DST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-116
| Closed | -$7K | – | 1273 |
|
|
2016
Q3 | $7K | Hold |
116
| – | – | ﹤0.01% | 855 |
|
|
2016
Q2 | $7K | Hold |
116
| – | – | ﹤0.01% | 865 |
|
|
2016
Q1 | $7K | Hold |
116
| – | – | ﹤0.01% | 803 |
|
|
2015
Q4 | $7K | Sell |
116
-100
| -46% | -$6.03K | ﹤0.01% | 878 |
|
|
2015
Q3 | $11K | Hold |
216
| – | – | ﹤0.01% | 751 |
|
|
2015
Q2 | $14K | Buy |
216
+32
| +17% | +$2.07K | 0.01% | 722 |
|
|
2015
Q1 | $10K | Buy |
+184
| New | +$10K | ﹤0.01% | 782 |
|