Investors Capital Advisory Services’s CORNERSTONE PROGRESSIVE RETURN FD COM CFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-13,276
| Closed | -$210K | – | 789 |
|
|
2015
Q1 | $210K | Hold |
13,276
| – | – | 0.04% | 597 |
|
|
2014
Q4 | $201K | Buy |
13,276
+626
| +5% | +$9.48K | 0.04% | 589 |
|
|
2014
Q3 | $207K | Buy |
12,650
+427
| +3% | +$6.99K | 0.04% | 558 |
|
|
2014
Q2 | $224K | Buy |
12,223
+1,701
| +16% | +$31.2K | 0.04% | 560 |
|
|
2014
Q1 | $223K | Buy |
10,522
+3,051
| +41% | +$64.7K | 0.05% | 491 |
|
|
2013
Q4 | $153K | Buy |
7,471
+3,501
| +88% | +$71.7K | 0.04% | 542 |
|
|
2013
Q3 | $81K | Buy |
+3,970
| New | +$81K | 0.02% | 548 |
|