RIA
Regal Investment Advisors’s Fastenal FAST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-85,486
| Closed | -$3.49M | – | 260 |
|
|
2015
Q4 | $3.49M | Buy |
85,486
+6,820
| +9% | +$278K | 0.9% | 35 |
|
|
2015
Q3 | $2.88M | Buy |
+78,666
| New | +$2.88M | 0.75% | 40 |
|
|
2015
Q1 | – | Sell |
-180
| Closed | -$9K | – | 991 |
|
|
2014
Q4 | $9K | Buy |
180
+70
| +64% | +$3.5K | ﹤0.01% | 647 |
|
|
2014
Q3 | $5K | Buy |
110
+80
| +267% | +$3.64K | ﹤0.01% | 788 |
|
|
2014
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 875 |
|
|
2014
Q1 | $1K | Sell |
30
-65
| -68% | -$2.17K | ﹤0.01% | 855 |
|
|
2013
Q4 | $5K | Sell |
95
-170
| -64% | -$8.95K | ﹤0.01% | 672 |
|
|
2013
Q3 | $13K | Buy |
265
+10
| +4% | +$491 | 0.01% | 552 |
|
|
2013
Q2 | $12K | Buy |
+255
| New | +$12K | 0.01% | 549 |
|