Integrated Wealth Management’s Ennis EBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,697
| Closed | -$29K | – | 427 |
|
|
2016
Q3 | $29K | Hold |
1,697
| – | – | 0.01% | 519 |
|
|
2016
Q2 | $33K | Hold |
1,697
| – | – | 0.01% | 488 |
|
|
2016
Q1 | $33K | Hold |
1,697
| – | – | 0.01% | 445 |
|
|
2015
Q4 | $33K | Hold |
1,697
| – | – | 0.01% | 469 |
|
|
2015
Q3 | $29K | Hold |
1,697
| – | – | 0.01% | 482 |
|
|
2015
Q2 | $32K | Buy |
1,697
+528
| +45% | +$9.96K | 0.01% | 477 |
|
|
2015
Q1 | $16K | Buy |
+1,169
| New | +$16K | 0.01% | 625 |
|