Integrated Wealth Management’s Yahoo Inc YHOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-1,200
| Closed | -$52K | – | 1227 |
|
2016
Q3 | $52K | Hold |
1,200
| – | – | 0.02% | 405 |
|
2016
Q2 | $45K | Sell |
1,200
-275
| -19% | -$10.3K | 0.02% | 428 |
|
2016
Q1 | $54K | Sell |
1,475
-300
| -17% | -$11K | 0.02% | 367 |
|
2015
Q4 | $59K | Sell |
1,775
-345
| -16% | -$11.5K | 0.03% | 361 |
|
2015
Q3 | $61K | Hold |
2,120
| – | – | 0.03% | 345 |
|
2015
Q2 | $83K | Hold |
2,120
| – | – | 0.03% | 302 |
|
2015
Q1 | $94K | Buy |
+2,120
| New | +$94K | 0.04% | 280 |
|