Oberweis Asset Management’s ShoreTel, Inc. SHOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-77,300
| Closed | -$553K | – | 160 |
|
|
2016
Q4 | $553K | Buy |
77,300
+2,300
| +3% | +$16.5K | 0.17% | 89 |
|
|
2016
Q3 | $600K | Buy |
+75,000
| New | +$600K | 0.17% | 90 |
|
|
2015
Q2 | – | Sell |
-30,200
| Closed | -$206K | – | 188 |
|
|
2015
Q1 | $206K | Buy |
30,200
+14,600
| +94% | +$99.6K | 0.06% | 164 |
|
|
2014
Q4 | $115K | Sell |
15,600
-6,800
| -30% | -$50.1K | 0.03% | 124 |
|
|
2014
Q3 | $149K | Buy |
22,400
+4,900
| +28% | +$32.6K | 0.04% | 131 |
|
|
2014
Q2 | $114K | Hold |
17,500
| – | – | 0.03% | 136 |
|
|
2014
Q1 | $151K | Hold |
17,500
| – | – | 0.03% | 146 |
|
|
2013
Q4 | $162K | Buy |
+17,500
| New | +$162K | 0.04% | 141 |
|