Keystone Financial Planning’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-12,181
| Closed | -$802K | – | 47 |
|
2018
Q4 | $802K | Sell |
12,181
-8,985
| -42% | -$592K | 0.45% | 38 |
|
2018
Q3 | $1.85M | Buy |
21,166
+1,547
| +8% | +$136K | 0.95% | 35 |
|
2018
Q2 | $1.98M | Buy |
19,619
+1,849
| +10% | +$186K | 1.09% | 32 |
|
2018
Q1 | $1.95M | Buy |
17,770
+1,495
| +9% | +$164K | 1.09% | 33 |
|
2017
Q4 | $1.82M | Buy |
16,275
+3,647
| +29% | +$407K | 0.97% | 36 |
|
2017
Q3 | $1.51M | Buy |
12,628
+277
| +2% | +$33.1K | 0.85% | 34 |
|
2017
Q2 | $1.36M | Buy |
12,351
+433
| +4% | +$47.8K | 0.83% | 35 |
|
2017
Q1 | $1.31M | Buy |
11,918
+3,277
| +38% | +$360K | 0.81% | 34 |
|
2016
Q4 | $911K | Buy |
+8,641
| New | +$911K | 0.6% | 35 |
|