Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-500
| Closed | -$35K | – | 592 |
|
|
2017
Q2 | $35K | Hold |
500
| – | – | ﹤0.01% | 364 |
|
|
2017
Q1 | $34K | Hold |
500
| – | – | ﹤0.01% | 353 |
|
|
2016
Q4 | $32K | Hold |
500
| – | – | ﹤0.01% | 362 |
|
|
2016
Q3 | $31K | Hold |
500
| – | – | ﹤0.01% | 348 |
|
|
2016
Q2 | $33K | Hold |
500
| – | – | ﹤0.01% | 306 |
|
|
2016
Q1 | $31K | Hold |
500
| – | – | ﹤0.01% | 307 |
|
|
2015
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 320 |
|
|
2015
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 353 |
|
|
2015
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 359 |
|
|
2015
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 349 |
|
|
2014
Q4 | $21K | Sell |
500
-100
| -17% | -$4.2K | ﹤0.01% | 362 |
|
|
2014
Q3 | $21K | Hold |
600
| – | – | ﹤0.01% | 363 |
|
|
2014
Q2 | $23K | Hold |
600
| – | – | ﹤0.01% | 350 |
|
|
2014
Q1 | $22K | Buy |
+600
| New | +$22K | ﹤0.01% | 336 |
|