Moneta Group Investment Advisors’s ITC HOLDINGS CORP ITC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-16,500
| Closed | -$767K | – | 175 |
|
|
2016
Q3 | $767K | Hold |
16,500
| – | – | 0.17% | 55 |
|
|
2016
Q2 | $773K | Hold |
16,500
| – | – | 0.17% | 83 |
|
|
2016
Q1 | $719K | Hold |
16,500
| – | – | 0.16% | 84 |
|
|
2015
Q4 | $648K | Buy |
16,500
+15,000
| +1,000% | +$589K | 0.16% | 56 |
|
|
2015
Q3 | $50K | Buy |
+1,500
| New | +$50K | 0.01% | 232 |
|