Next Financial Group’s inContact, Inc. SAAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,500
| Closed | -$105K | – | 2580 |
|
|
2016
Q3 | $105K | Sell |
7,500
-1,500
| -17% | -$21K | 0.02% | 646 |
|
|
2016
Q2 | $124K | Hold |
9,000
| – | – | 0.04% | 402 |
|
|
2016
Q1 | $80K | Hold |
9,000
| – | – | 0.03% | 492 |
|
|
2015
Q4 | $85K | Hold |
9,000
| – | – | 0.03% | 469 |
|
|
2015
Q3 | $67K | Hold |
9,000
| – | – | 0.02% | 547 |
|
|
2015
Q2 | $88K | Hold |
9,000
| – | – | 0.03% | 508 |
|
|
2015
Q1 | $98K | Hold |
9,000
| – | – | 0.03% | 472 |
|
|
2014
Q4 | $79K | Hold |
9,000
| – | – | 0.03% | 532 |
|
|
2014
Q3 | $78K | Buy |
9,000
+4,000
| +80% | +$34.7K | 0.02% | 750 |
|
|
2014
Q2 | $46K | Buy |
+5,000
| New | +$46K | 0.02% | 368 |
|