Moneta Group Investment Advisors’s FOREST LABORATORIES INC FRX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-3,875
| Closed | -$384K | – | 141 |
|
2014
Q2 | $384K | Sell |
3,875
-375
| -9% | -$37.2K | 0.21% | 82 |
|
2014
Q1 | $392K | Sell |
4,250
-4,150
| -49% | -$383K | 0.23% | 74 |
|
2013
Q4 | $504K | Sell |
8,400
-3,000
| -26% | -$180K | 0.3% | 57 |
|
2013
Q3 | $488K | Sell |
11,400
-1,100
| -9% | -$47.1K | 0.32% | 59 |
|
2013
Q2 | $513K | Buy |
+12,500
| New | +$513K | 0.36% | 56 |
|