Mark Sheptoff Financial Planning’s Providence & Worcester Railroad Company PWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-200
| Closed | -$3K | – | 483 |
|
|
2015
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 322 |
|
|
2015
Q1 | $4K | Sell |
200
-600
| -75% | -$12K | ﹤0.01% | 299 |
|
|
2014
Q4 | $14K | Sell |
800
-400
| -33% | -$7K | 0.01% | 248 |
|
|
2014
Q3 | $21K | Sell |
1,200
-3,303
| -73% | -$57.8K | 0.02% | 221 |
|
|
2014
Q2 | $82K | Sell |
4,503
-9,700
| -68% | -$177K | 0.07% | 150 |
|
|
2014
Q1 | $251K | Buy |
+14,203
| New | +$251K | 0.22% | 93 |
|