Kelleher Financial Advisors’s CYBERONICS INC CYBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$155K | – | 123 |
|
|
2015
Q3 | $155K | Buy |
3,000
+1,500
| +100% | +$77.5K | 0.1% | 106 |
|
|
2015
Q2 | $89K | Hold |
1,500
| – | – | 0.05% | 116 |
|
|
2015
Q1 | $64K | Hold |
1,500
| – | – | 0.04% | 120 |
|
|
2014
Q4 | $84K | Hold |
1,500
| – | – | 0.05% | 111 |
|
|
2014
Q3 | $77K | Hold |
1,500
| – | – | 0.04% | 112 |
|
|
2014
Q2 | $94K | Hold |
1,500
| – | – | 0.05% | 107 |
|
|
2014
Q1 | $98K | Sell |
1,500
-19,882
| -93% | -$1.3M | 0.05% | 104 |
|
|
2013
Q4 | $76K | Hold |
21,382
| – | – | 0.04% | 102 |
|
|
2013
Q3 | $76K | Buy |
21,382
+19,882
| +1,325% | +$70.7K | 0.04% | 101 |
|
|
2013
Q2 | $78K | Buy |
+1,500
| New | +$78K | 0.05% | 99 |
|