JIC
ADVS

Joel Isaacson & Co’s Advent Software Inc ADVS Stock Holding History

Joel Isaacson & Co’s Portfolio ADVS Stock Details ADVS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
2015
Q2 		$190K Hold
2015
Q1 		$190K Hold
2014
Q4 		$132K Hold
2014
Q3 		$136K Hold
2014
Q2 		$140K Hold
2014
Q1 		$126K Hold
2013
Q4 		$150K Hold
2013
Q3 		$137K Sell
2013
Q2 		$281K Buy