IIM
SHOR
Ironwood Investment Management’s ShoreTel, Inc. SHOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-20,420
| Closed | -$152K | – | 168 |
|
|
2017
Q3 | $152K | Sell |
20,420
-122,009
| -86% | -$908K | 0.11% | 158 |
|
|
2017
Q2 | $826K | Sell |
142,429
-9,706
| -6% | -$56.3K | 0.6% | 61 |
|
|
2017
Q1 | $936K | Sell |
152,135
-6,422
| -4% | -$39.5K | 0.7% | 47 |
|
|
2016
Q4 | $1.13M | Sell |
158,557
-19,368
| -11% | -$139K | 0.83% | 41 |
|
|
2016
Q3 | $1.42M | Sell |
177,925
-13,489
| -7% | -$108K | 1.09% | 25 |
|
|
2016
Q2 | $1.28M | Sell |
191,414
-38,742
| -17% | -$259K | 0.96% | 32 |
|
|
2016
Q1 | $1.71M | Sell |
230,156
-163,775
| -42% | -$1.22M | 1.12% | 24 |
|
|
2015
Q4 | $3.49M | Sell |
393,931
-94,975
| -19% | -$840K | 1.44% | 16 |
|
|
2015
Q3 | $3.65M | Buy |
488,906
+53,155
| +12% | +$397K | 1.34% | 22 |
|
|
2015
Q2 | $2.95M | Buy |
435,751
+12,775
| +3% | +$86.6K | 0.68% | 63 |
|
|
2015
Q1 | $2.89M | Buy |
+422,976
| New | +$2.89M | 0.53% | 72 |
|