JNBA Financial Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-2,850
| Closed | -$52K | – | 518 |
|
2016
Q4 | $52K | Buy |
2,850
+2,372
| +496% | +$43.3K | 0.01% | 206 |
|
2016
Q3 | $8K | Sell |
478
-5,822
| -92% | -$97.4K | ﹤0.01% | 1109 |
|
2016
Q2 | $102K | Sell |
6,300
-600
| -9% | -$9.71K | 0.03% | 162 |
|
2016
Q1 | $117K | Sell |
6,900
-150
| -2% | -$2.54K | 0.04% | 144 |
|
2015
Q4 | $121K | Sell |
7,050
-3,500
| -33% | -$60.1K | 0.05% | 136 |
|
2015
Q3 | $217K | Sell |
10,550
-710
| -6% | -$14.6K | 0.09% | 90 |
|
2015
Q2 | $349K | Sell |
11,260
-400
| -3% | -$12.4K | 0.13% | 69 |
|
2015
Q1 | $376K | Sell |
11,660
-1,480
| -11% | -$47.7K | 0.14% | 68 |
|
2014
Q4 | $464K | Buy |
13,140
+1,400
| +12% | +$49.4K | 0.19% | 59 |
|
2014
Q3 | $406K | Sell |
11,740
-1,100
| -9% | -$38K | 0.18% | 61 |
|
2014
Q2 | $487K | Sell |
12,840
-1,250
| -9% | -$47.4K | 0.24% | 53 |
|
2014
Q1 | $510K | Buy |
14,090
+750
| +6% | +$27.1K | 0.27% | 49 |
|
2013
Q4 | $440K | Sell |
13,340
-1,100
| -8% | -$36.3K | 0.24% | 51 |
|
2013
Q3 | $452K | Sell |
14,440
-770
| -5% | -$24.1K | 0.28% | 52 |
|
2013
Q2 | $580K | Buy |
+15,210
| New | +$580K | 0.4% | 41 |
|