Integrated Wealth Management’s Research Frontiers REFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,375
| Closed | -$17K | – | 825 |
|
|
2016
Q3 | $17K | Sell |
6,375
-4,525
| -42% | -$12.1K | 0.01% | 645 |
|
|
2016
Q2 | $40K | Hold |
10,900
| – | – | 0.02% | 444 |
|
|
2016
Q1 | $50K | Hold |
10,900
| – | – | 0.02% | 382 |
|
|
2015
Q4 | $57K | Hold |
10,900
| – | – | 0.02% | 367 |
|
|
2015
Q3 | $55K | Hold |
10,900
| – | – | 0.02% | 363 |
|
|
2015
Q2 | $58K | Hold |
10,900
| – | – | 0.02% | 366 |
|
|
2015
Q1 | $66K | Buy |
+10,900
| New | +$66K | 0.03% | 341 |
|