Omnia Family Wealth’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-538
| Closed | -$45K | – | 159 |
|
|
2019
Q1 | $45K | Sell |
538
-700
| -57% | -$58.6K | 0.02% | 166 |
|
|
2018
Q4 | $81K | Hold |
1,238
| – | – | 0.04% | 129 |
|
|
2018
Q3 | $108K | Hold |
1,238
| – | – | 0.05% | 118 |
|
|
2018
Q2 | $125K | Hold |
1,238
| – | – | 0.06% | 107 |
|
|
2018
Q1 | $136K | Buy |
1,238
+700
| +130% | +$76.9K | 0.06% | 106 |
|
|
2017
Q4 | $60K | Sell |
538
-1,223
| -69% | -$136K | 0.03% | 144 |
|
|
2017
Q3 | $210K | Hold |
1,761
| – | – | 0.1% | 83 |
|
|
2017
Q2 | $194K | Buy |
1,761
+8
| +0.5% | +$881 | 0.09% | 90 |
|
|
2017
Q1 | $192K | Hold |
1,753
| – | – | 0.09% | 88 |
|
|
2016
Q4 | $185K | Buy |
+1,753
| New | +$185K | 0.09% | 91 |
|