Pinnacle Summer Investments’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $2K | Sell |
135
-170
| -56% | -$2.52K | ﹤0.01% | 690 |
|
2015
Q3 | $4K | Hold |
305
| – | – | ﹤0.01% | 847 |
|
2015
Q2 | $5K | Sell |
305
-2
| -0.7% | -$33 | ﹤0.01% | 603 |
|
2015
Q1 | $4K | Buy |
+307
| New | +$4K | ﹤0.01% | 885 |
|
2014
Q1 | – | Sell |
-832
| Closed | -$20K | – | 970 |
|
2013
Q4 | $20K | Hold |
832
| – | – | ﹤0.01% | 589 |
|
2013
Q3 | $20K | Sell |
832
-71
| -8% | -$1.71K | ﹤0.01% | 548 |
|
2013
Q2 | $20K | Buy |
+903
| New | +$20K | ﹤0.01% | 498 |
|