Integrated Wealth Management’s REX American Resources REX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-1,137
| Closed | -$32K | – | 827 |
|
2016
Q3 | $32K | Hold |
1,137
| – | – | 0.01% | 504 |
|
2016
Q2 | $23K | Hold |
1,137
| – | – | 0.01% | 566 |
|
2016
Q1 | $21K | Hold |
1,137
| – | – | 0.01% | 550 |
|
2015
Q4 | $20K | Hold |
1,137
| – | – | 0.01% | 585 |
|
2015
Q3 | $19K | Hold |
1,137
| – | – | 0.01% | 597 |
|
2015
Q2 | $24K | Buy |
1,137
+453
| +66% | +$9.56K | 0.01% | 555 |
|
2015
Q1 | $13K | Buy |
+684
| New | +$13K | 0.01% | 702 |
|