Needham Investment Management’s Ecology and Environment EEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-44,105
| Closed | -$684K | – | 117 |
|
|
2019
Q4 | $684K | Buy |
44,105
+14,133
| +47% | +$219K | 0.19% | 73 |
|
|
2019
Q3 | $455K | Hold |
29,972
| – | – | 0.15% | 69 |
|
|
2019
Q2 | $327K | Hold |
29,972
| – | – | 0.11% | 73 |
|
|
2019
Q1 | $330K | Sell |
29,972
-4,128
| -12% | -$45.5K | 0.11% | 72 |
|
|
2018
Q4 | $387K | Buy |
34,100
+1,600
| +5% | +$18.2K | 0.15% | 64 |
|
|
2018
Q3 | $434K | Buy |
32,500
+1,500
| +5% | +$20K | 0.13% | 72 |
|
|
2018
Q2 | $386K | Hold |
31,000
| – | – | 0.11% | 80 |
|
|
2018
Q1 | $360K | Hold |
31,000
| – | – | 0.1% | 80 |
|
|
2017
Q4 | $326K | Buy |
31,000
+2,423
| +8% | +$25.5K | 0.09% | 82 |
|
|
2017
Q3 | $340K | Buy |
28,577
+708
| +3% | +$8.42K | 0.09% | 83 |
|
|
2017
Q2 | $350K | Buy |
+27,869
| New | +$350K | 0.09% | 89 |
|