PMG
FPO
ProVise Management Group’s First Potomac Realty Trust FPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,800
| Closed | -$118K | – | 335 |
|
|
2016
Q4 | $118K | Sell |
10,800
-12,800
| -54% | -$140K | 0.02% | 318 |
|
|
2016
Q3 | $216K | Hold |
23,600
| – | – | 0.04% | 300 |
|
|
2016
Q2 | $217K | Sell |
23,600
-600
| -2% | -$5.52K | 0.04% | 279 |
|
|
2016
Q1 | $219K | Hold |
24,200
| – | – | 0.05% | 262 |
|
|
2015
Q4 | $276K | Hold |
24,200
| – | – | 0.06% | 235 |
|
|
2015
Q3 | $266K | Sell |
24,200
-1,000
| -4% | -$11K | 0.06% | 227 |
|
|
2015
Q2 | $260K | Sell |
25,200
-4,900
| -16% | -$50.6K | 0.06% | 252 |
|
|
2015
Q1 | $358K | Hold |
30,100
| – | – | 0.08% | 221 |
|
|
2014
Q4 | $372K | Sell |
30,100
-1,000
| -3% | -$12.4K | 0.08% | 221 |
|
|
2014
Q3 | $365K | Sell |
31,100
-1,300
| -4% | -$15.3K | 0.08% | 233 |
|
|
2014
Q2 | $425K | Hold |
32,400
| – | – | 0.09% | 228 |
|
|
2014
Q1 | $419K | Sell |
32,400
-2,000
| -6% | -$25.9K | 0.1% | 205 |
|
|
2013
Q4 | $400K | Sell |
34,400
-1,500
| -4% | -$17.4K | 0.1% | 199 |
|
|
2013
Q3 | $451K | Sell |
35,900
-3,000
| -8% | -$37.7K | 0.13% | 187 |
|
|
2013
Q2 | $508K | Buy |
+38,900
| New | +$508K | 0.15% | 171 |
|