Reilly Financial Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-912
| Closed | -$23K | – | 1028 |
|
|
2017
Q4 | $23K | Sell |
912
-138
| -13% | -$3.48K | ﹤0.01% | 478 |
|
|
2017
Q3 | $27K | Buy |
1,050
+138
| +15% | +$3.55K | ﹤0.01% | 425 |
|
|
2017
Q2 | $22K | Hold |
912
| – | – | ﹤0.01% | 484 |
|
|
2017
Q1 | $21K | Hold |
912
| – | – | ﹤0.01% | 469 |
|
|
2016
Q4 | $20K | Buy |
+912
| New | +$20K | ﹤0.01% | 447 |
|