Obermeyer Wealth Partners’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,225
| Closed | -$332K | – | 124 |
|
|
2018
Q1 | $332K | Sell |
2,225
-229
| -9% | -$34.2K | 0.03% | 86 |
|
|
2017
Q4 | $381K | Buy |
2,454
+29
| +1% | +$4.5K | 0.03% | 91 |
|
|
2017
Q3 | $371K | Sell |
2,425
-304
| -11% | -$46.5K | 0.03% | 86 |
|
|
2017
Q2 | $451K | Sell |
2,729
-11
| -0.4% | -$1.82K | 0.04% | 84 |
|
|
2017
Q1 | $477K | Sell |
2,740
-29
| -1% | -$5.05K | 0.04% | 82 |
|
|
2016
Q4 | $472K | Buy |
2,769
+800
| +41% | +$136K | 0.05% | 83 |
|
|
2016
Q3 | $382K | Buy |
+1,969
| New | +$382K | 0.04% | 91 |
|