Pinkerton Retirement Specialists’s Madison Strategic Sector MSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14,332
| Closed | -$170K | – | 175 |
|
|
2018
Q3 | $170K | Hold |
14,332
| – | – | 0.07% | 61 |
|
|
2018
Q2 | $169K | Hold |
14,332
| – | – | 0.07% | 65 |
|
|
2018
Q1 | $161K | Hold |
14,332
| – | – | 0.07% | 61 |
|
|
2017
Q4 | $168K | Sell |
14,332
-200
| -1% | -$2.34K | 0.07% | 57 |
|
|
2017
Q3 | $173K | Buy |
14,532
+142
| +1% | +$1.69K | 0.09% | 50 |
|
|
2017
Q2 | $173K | Buy |
+14,390
| New | +$173K | 0.1% | 51 |
|