Kelleher Financial Advisors’s Amicus Therapeutics FOLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-37,075
| Closed | -$856K | – | 119 |
|
|
2020
Q4 | $856K | Sell |
37,075
-3,275
| -8% | -$75.6K | 0.64% | 33 |
|
|
2020
Q3 | $569K | Hold |
40,350
| – | – | 0.47% | 47 |
|
|
2020
Q2 | $608K | Buy |
40,350
+5,475
| +16% | +$82.5K | 0.58% | 37 |
|
|
2020
Q1 | $322K | Buy |
34,875
+13,425
| +63% | +$124K | 0.39% | 61 |
|
|
2019
Q4 | $208K | Buy |
+21,450
| New | +$208K | 0.21% | 90 |
|