Moneta Group Investment Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-40
| Closed | -$6K | – | 467 |
|
|
2018
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 496 |
|
|
2017
Q4 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 365 |
|
|
2015
Q4 | – | Sell |
-3,480
| Closed | -$403K | – | 238 |
|
|
2015
Q3 | $403K | Buy |
3,480
+500
| +17% | +$57.9K | 0.11% | 86 |
|
|
2015
Q2 | $359K | Buy |
2,980
+355
| +14% | +$42.8K | 0.11% | 94 |
|
|
2015
Q1 | $302K | Buy |
2,625
+100
| +4% | +$11.5K | 0.13% | 119 |
|
|
2014
Q4 | $329K | Buy |
2,525
+205
| +9% | +$26.7K | 0.16% | 109 |
|
|
2014
Q3 | $275K | Buy |
2,320
+180
| +8% | +$21.3K | 0.14% | 115 |
|
|
2014
Q2 | $238K | Buy |
+2,140
| New | +$238K | 0.13% | 121 |
|