PFM
Parsec Financial Management’s Telefonica TEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-10,051
| Closed | -$143K | – | 178 |
|
2015
Q2 | $143K | Hold |
10,051
| – | – | 0.01% | 169 |
|
2015
Q1 | $144K | Hold |
10,051
| – | – | 0.01% | 165 |
|
2014
Q4 | $143K | Sell |
10,051
-5,721
| -36% | -$81.4K | 0.02% | 158 |
|
2014
Q3 | $242K | Sell |
15,772
-2,100
| -12% | -$32.2K | 0.03% | 148 |
|
2014
Q2 | $307K | Hold |
17,872
| – | – | 0.03% | 135 |
|
2014
Q1 | $282K | Buy |
17,872
+1,730
| +11% | +$27.3K | 0.03% | 135 |
|
2013
Q4 | $264K | Sell |
16,142
-167,151
| -91% | -$2.73M | 0.03% | 130 |
|
2013
Q3 | $2.84M | Sell |
183,293
-110,670
| -38% | -$1.71M | 0.37% | 75 |
|
2013
Q2 | $3.77M | Buy |
+293,963
| New | +$3.77M | 0.51% | 66 |
|