Klingman & Associates’s ADT CORP ADT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-216
| Closed | -$9K | – | 402 |
|
|
2016
Q1 | $9K | Hold |
216
| – | – | ﹤0.01% | 307 |
|
|
2015
Q4 | $7K | Hold |
216
| – | – | ﹤0.01% | 324 |
|
|
2015
Q3 | $6K | Hold |
216
| – | – | ﹤0.01% | 354 |
|
|
2015
Q2 | $7K | Hold |
216
| – | – | ﹤0.01% | 332 |
|
|
2015
Q1 | $9K | Hold |
216
| – | – | ﹤0.01% | 287 |
|
|
2014
Q4 | $7K | Buy |
+216
| New | +$7K | ﹤0.01% | 304 |
|