Proficio Capital Partners’s Federated Premier Intermediate M FPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-2,430
| Closed | -$33K | – | 1381 |
|
2017
Q3 | $33K | Hold |
2,430
| – | – | 0.01% | 477 |
|
2017
Q2 | $34K | Sell |
2,430
-2,671
| -52% | -$37.4K | 0.01% | 475 |
|
2017
Q1 | $68K | Buy |
5,101
+1,907
| +60% | +$25.4K | 0.03% | 323 |
|
2016
Q4 | $40K | Hold |
3,194
| – | – | 0.02% | 306 |
|
2016
Q3 | $45K | Buy |
3,194
+1,100
| +53% | +$15.5K | 0.03% | 286 |
|
2016
Q2 | $30K | Buy |
2,094
+410
| +24% | +$5.87K | 0.02% | 364 |
|
2016
Q1 | $23K | Buy |
1,684
+730
| +77% | +$9.97K | 0.02% | 319 |
|
2015
Q4 | $13K | Buy |
+954
| New | +$13K | 0.01% | 249 |
|