Integrated Wealth Management’s Olympic Steel ZEUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-2,027
| Closed | -$55K | – | 1324 |
|
2016
Q2 | $55K | Hold |
2,027
| – | – | 0.02% | 385 |
|
2016
Q1 | $35K | Hold |
2,027
| – | – | 0.01% | 435 |
|
2015
Q4 | $23K | Hold |
2,027
| – | – | 0.01% | 561 |
|
2015
Q3 | $20K | Hold |
2,027
| – | – | 0.01% | 585 |
|
2015
Q2 | $35K | Buy |
2,027
+1,278
| +171% | +$22.1K | 0.01% | 465 |
|
2015
Q1 | $10K | Buy |
+749
| New | +$10K | ﹤0.01% | 774 |
|