JNBA Financial Advisors’s American Capital Ltd ACAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-80
| Closed | -$1K | – | 529 |
|
|
2016
Q4 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 473 |
|
|
2016
Q3 | – | Sell |
-80
| Closed | -$1K | – | 1746 |
|
|
2016
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 501 |
|
|
2016
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 534 |
|
|
2015
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 516 |
|
|
2015
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 524 |
|
|
2015
Q2 | $1K | Sell |
80
-200
| -71% | -$2.5K | ﹤0.01% | 520 |
|
|
2015
Q1 | $4K | Hold |
280
| – | – | ﹤0.01% | 446 |
|
|
2014
Q4 | $4K | Hold |
280
| – | – | ﹤0.01% | 453 |
|
|
2014
Q3 | $4K | Sell |
280
-75
| -21% | -$1.07K | ﹤0.01% | 477 |
|
|
2014
Q2 | $5K | Hold |
355
| – | – | ﹤0.01% | 417 |
|
|
2014
Q1 | $6K | Hold |
355
| – | – | ﹤0.01% | 378 |
|
|
2013
Q4 | $6K | Buy |
+355
| New | +$6K | ﹤0.01% | 352 |
|