KCS Wealth Advisory’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,823
| Closed | -$1.19M | – | 158 |
|
|
2018
Q4 | $1.19M | Buy |
6,823
+565
| +9% | +$98.4K | 1.25% | 11 |
|
|
2018
Q3 | $1.13M | Buy |
6,258
+203
| +3% | +$36.8K | 1.05% | 21 |
|
|
2018
Q2 | $1.02M | Buy |
6,055
+197
| +3% | +$33.3K | 0.95% | 23 |
|
|
2018
Q1 | $875K | Buy |
5,858
+1,201
| +26% | +$179K | 0.8% | 36 |
|
|
2017
Q4 | $722K | Buy |
+4,657
| New | +$722K | 0.7% | 44 |
|