Kelleher Financial Advisors’s Altaba Inc. Common Stock AABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,190
| Closed | -$638K | – | 95 |
|
|
2019
Q2 | $638K | Buy |
+9,190
| New | +$638K | 0.79% | 28 |
|
|
2018
Q4 | $538K | Hold |
9,285
| – | – | 0.86% | 30 |
|
|
2018
Q3 | $632K | Hold |
9,285
| – | – | 0.82% | 30 |
|
|
2018
Q2 | $680K | Hold |
9,285
| – | – | 0.97% | 28 |
|
|
2018
Q1 | $687K | Sell |
9,285
-95
| -1% | -$7.03K | 0.94% | 24 |
|
|
2017
Q4 | $655K | Sell |
9,380
-35
| -0.4% | -$2.44K | 1.03% | 28 |
|
|
2017
Q3 | $624K | Hold |
9,415
| – | – | 1.31% | 24 |
|
|
2017
Q2 | $513K | Buy |
+9,415
| New | +$513K | 0.99% | 35 |
|