Reilly Financial Advisors’s Prestige Consumer Healthcare PBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-100
| Closed | -$5K | – | 1059 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 963 |
|
|
2015
Q2 | $5K | Sell |
100
-225
| -69% | -$11.3K | ﹤0.01% | 1073 |
|
|
2015
Q1 | $14K | Hold |
325
| – | – | ﹤0.01% | 758 |
|
|
2014
Q4 | $11K | Hold |
325
| – | – | ﹤0.01% | 496 |
|
|
2014
Q3 | $11K | Hold |
325
| – | – | ﹤0.01% | 506 |
|
|
2014
Q2 | $11K | Hold |
325
| – | – | ﹤0.01% | 537 |
|
|
2014
Q1 | $9K | Hold |
325
| – | – | ﹤0.01% | 573 |
|
|
2013
Q4 | $12K | Buy |
+325
| New | +$12K | ﹤0.01% | 499 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$6K | – | 779 |
|
|
2013
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 590 |
|