Mosaic Family Wealth’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-11
| Closed | -$2K | – | 676 |
|
2018
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 616 |
|
2018
Q2 | $2K | Sell |
11
-11
| -50% | -$2K | ﹤0.01% | 652 |
|
2018
Q1 | $3K | Sell |
22
-109
| -83% | -$14.9K | ﹤0.01% | 621 |
|
2017
Q4 | $20K | Sell |
131
-134
| -51% | -$20.5K | 0.01% | 454 |
|
2017
Q3 | $40K | Buy |
265
+123
| +87% | +$18.6K | 0.02% | 361 |
|
2017
Q2 | $23K | Hold |
142
| – | – | 0.01% | 410 |
|
2017
Q1 | $25K | Hold |
142
| – | – | 0.01% | 406 |
|
2016
Q4 | $24K | Hold |
142
| – | – | 0.01% | 417 |
|
2016
Q3 | $28K | Hold |
142
| – | – | 0.01% | 404 |
|
2016
Q2 | $26K | Buy |
+142
| New | +$26K | 0.01% | 414 |
|