Reilly Financial Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-750
| Closed | -$15K | – | 1112 |
|
|
2017
Q4 | $15K | Hold |
750
| – | – | ﹤0.01% | 571 |
|
|
2017
Q3 | $14K | Hold |
750
| – | – | ﹤0.01% | 577 |
|
|
2017
Q2 | $12K | Hold |
750
| – | – | ﹤0.01% | 616 |
|
|
2017
Q1 | $13K | Hold |
750
| – | – | ﹤0.01% | 569 |
|
|
2016
Q4 | $14K | Hold |
750
| – | – | ﹤0.01% | 510 |
|
|
2016
Q3 | $12K | Buy |
750
+450
| +150% | +$7.2K | ﹤0.01% | 503 |
|
|
2016
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 622 |
|
|
2016
Q1 | $5K | Sell |
300
-2,300
| -88% | -$38.3K | ﹤0.01% | 704 |
|
|
2015
Q4 | $45K | Buy |
2,600
+2,300
| +767% | +$39.8K | 0.01% | 309 |
|
|
2015
Q3 | $6K | Sell |
300
-500
| -63% | -$10K | ﹤0.01% | 929 |
|
|
2015
Q2 | $25K | Buy |
800
+350
| +78% | +$10.9K | ﹤0.01% | 620 |
|
|
2015
Q1 | $15K | Sell |
450
-75
| -14% | -$2.5K | ﹤0.01% | 744 |
|
|
2014
Q4 | $19K | Sell |
525
-102
| -16% | -$3.69K | ﹤0.01% | 412 |
|
|
2014
Q3 | $22K | Hold |
627
| – | – | 0.01% | 384 |
|
|
2014
Q2 | $24K | Buy |
627
+102
| +19% | +$3.9K | 0.01% | 382 |
|
|
2014
Q1 | $19K | Buy |
525
+300
| +133% | +$10.9K | ﹤0.01% | 451 |
|
|
2013
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 616 |
|
|
2013
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 550 |
|
|
2013
Q2 | $9K | Buy |
+225
| New | +$9K | ﹤0.01% | 510 |
|