Optimum Investment Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-15,622
| Closed | -$406K | – | 295 |
|
|
2015
Q4 | $406K | Buy |
15,622
+122
| +0.8% | +$3.17K | 0.16% | 181 |
|
|
2015
Q3 | $375K | Buy |
+15,500
| New | +$375K | 0.15% | 176 |
|
|
2015
Q1 | $424K | Buy |
15,793
+293
| +2% | +$7.87K | 0.13% | 176 |
|
|
2014
Q4 | $417K | Hold |
15,500
| – | – | 0.13% | 170 |
|
|
2014
Q3 | $415K | Hold |
15,500
| – | – | 0.14% | 162 |
|
|
2014
Q2 | $426K | Sell |
15,500
-3,000
| -16% | -$82.5K | 0.14% | 167 |
|
|
2014
Q1 | $379K | Sell |
18,500
-400
| -2% | -$8.2K | 0.14% | 156 |
|
|
2013
Q4 | $362K | Buy |
18,900
+700
| +4% | +$13.4K | 0.14% | 158 |
|
|
2013
Q3 | $336K | Buy |
+18,200
| New | +$336K | 0.14% | 159 |
|