Integrated Wealth Management’s El Pollo Loco LOCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-674
| Closed | -$9K | – | 693 |
|
|
2016
Q3 | $9K | Hold |
674
| – | – | ﹤0.01% | 788 |
|
|
2016
Q2 | $9K | Hold |
674
| – | – | ﹤0.01% | 789 |
|
|
2016
Q1 | $9K | Hold |
674
| – | – | ﹤0.01% | 722 |
|
|
2015
Q4 | $9K | Sell |
674
-120
| -15% | -$1.6K | ﹤0.01% | 795 |
|
|
2015
Q3 | $8K | Sell |
794
-29
| -4% | -$292 | ﹤0.01% | 815 |
|
|
2015
Q2 | $17K | Hold |
823
| – | – | 0.01% | 652 |
|
|
2015
Q1 | $21K | Buy |
+823
| New | +$21K | 0.01% | 557 |
|