LPL Financial’s Scully Royalty SRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,322
| Closed | -$40K | – | 2942 |
|
|
2016
Q1 | $40K | Hold |
4,322
| – | – | ﹤0.01% | 3022 |
|
|
2015
Q4 | $41K | Buy |
4,322
+2,141
| +98% | +$20.3K | ﹤0.01% | 3060 |
|
|
2015
Q3 | $31K | Hold |
2,181
| – | – | ﹤0.01% | 2738 |
|
|
2015
Q2 | $44K | Buy |
+2,181
| New | +$44K | ﹤0.01% | 2811 |
|
|
2014
Q3 | – | Sell |
-2,937
| Closed | -$112K | – | 2778 |
|
|
2014
Q2 | $112K | Buy |
+2,937
| New | +$112K | ﹤0.01% | 2590 |
|