Integrated Wealth Management’s Staples Inc SPLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-290
| Closed | -$2K | – | 1278 |
|
|
2016
Q3 | $2K | Sell |
290
-45
| -13% | -$310 | ﹤0.01% | 1115 |
|
|
2016
Q2 | $3K | Buy |
335
+45
| +16% | +$403 | ﹤0.01% | 1036 |
|
|
2016
Q1 | $3K | Buy |
290
+90
| +45% | +$931 | ﹤0.01% | 962 |
|
|
2015
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 1145 |
|
|
2015
Q3 | $2K | Sell |
200
-15
| -7% | -$150 | ﹤0.01% | 1162 |
|
|
2015
Q2 | $3K | Sell |
215
-900
| -81% | -$12.6K | ﹤0.01% | 1100 |
|
|
2015
Q1 | $18K | Buy |
+1,115
| New | +$18K | 0.01% | 608 |
|