Integrated Wealth Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-285
| Closed | -$2K | – | 450 |
|
|
2016
Q3 | $2K | Hold |
285
| – | – | ﹤0.01% | 1049 |
|
|
2016
Q2 | $2K | Hold |
285
| – | – | ﹤0.01% | 1062 |
|
|
2016
Q1 | $3K | Hold |
285
| – | – | ﹤0.01% | 921 |
|
|
2015
Q4 | $3K | Sell |
285
-105
| -27% | -$1.11K | ﹤0.01% | 1011 |
|
|
2015
Q3 | $4K | Hold |
390
| – | – | ﹤0.01% | 977 |
|
|
2015
Q2 | $4K | Sell |
390
-535
| -58% | -$5.49K | ﹤0.01% | 999 |
|
|
2015
Q1 | $11K | Buy |
+925
| New | +$11K | ﹤0.01% | 739 |
|