Israel Discount Bank of New York’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-100
| Closed | -$5K | – | 318 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2018
Q4 | $4K | Buy |
100
+10
| +11% | +$400 | ﹤0.01% | 410 |
|
|
2018
Q3 | $4K | Buy |
90
+20
| +29% | +$889 | ﹤0.01% | 404 |
|
|
2018
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 402 |
|
|
2018
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 406 |
|
|
2017
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 413 |
|
|
2017
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 411 |
|
|
2017
Q2 | $3K | Sell |
70
-65
| -48% | -$2.79K | ﹤0.01% | 413 |
|
|
2017
Q1 | $7K | Hold |
135
| – | – | 0.01% | 408 |
|
|
2016
Q4 | $7K | Buy |
+135
| New | +$7K | 0.01% | 437 |
|