Linscomb Wealth’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,221
| Closed | -$212K | – | 275 |
|
|
2018
Q4 | $212K | Hold |
1,221
| – | – | 0.02% | 246 |
|
|
2018
Q3 | $221K | Sell |
1,221
-26
| -2% | -$4.71K | 0.02% | 258 |
|
|
2018
Q2 | $210K | Buy |
+1,247
| New | +$210K | 0.02% | 258 |
|
|
2017
Q3 | – | Sell |
-1,283
| Closed | -$212K | – | 273 |
|
|
2017
Q2 | $212K | Sell |
1,283
-60
| -4% | -$9.91K | 0.02% | 238 |
|
|
2017
Q1 | $234K | Sell |
1,343
-5,295
| -80% | -$923K | 0.02% | 225 |
|
|
2016
Q4 | $1.13M | Buy |
6,638
+251
| +4% | +$42.8K | 0.11% | 100 |
|
|
2016
Q3 | $1.24M | Sell |
6,387
-4
| -0.1% | -$775 | 0.12% | 94 |
|
|
2016
Q2 | $1.18M | Buy |
+6,391
| New | +$1.18M | 0.12% | 95 |
|