Mark Sheptoff Financial Planning’s PEPCO HOLDINGS, INC. POM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$104K | – | 422 |
|
|
2015
Q4 | $104K | Hold |
4,000
| – | – | 0.08% | 133 |
|
|
2015
Q3 | $97K | Hold |
4,000
| – | – | 0.09% | 136 |
|
|
2015
Q2 | $108K | Buy |
4,000
+2,500
| +167% | +$67.5K | 0.09% | 140 |
|
|
2015
Q1 | $40K | Hold |
1,500
| – | – | 0.03% | 181 |
|
|
2014
Q4 | $40K | Hold |
1,500
| – | – | 0.04% | 182 |
|
|
2014
Q3 | $40K | Hold |
1,500
| – | – | 0.04% | 182 |
|
|
2014
Q2 | $41K | Hold |
1,500
| – | – | 0.04% | 188 |
|
|
2014
Q1 | $31K | Buy |
+1,500
| New | +$31K | 0.03% | 213 |
|