Reilly Financial Advisors’s Versum Materials, Inc. VSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-260
| Closed | -$14K | – | 962 |
|
|
2019
Q3 | $14K | Hold |
260
| – | – | ﹤0.01% | 582 |
|
|
2019
Q2 | $13K | Sell |
260
-440
| -63% | -$22.7K | ﹤0.01% | 623 |
|
|
2019
Q1 | $35K | Buy |
700
+650
| +1,300% | +$25.9K | ﹤0.01% | 419 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 924 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 949 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 937 |
|
|
2018
Q1 | $2K | Sell |
50
-100
| -67% | -$3.81K | ﹤0.01% | 903 |
|
|
2017
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 759 |
|
|
2017
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 737 |
|
|
2017
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 789 |
|
|
2017
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 758 |
|
|
2016
Q4 | $4K | Buy |
+150
| New | +$3.73K | ﹤0.01% | 718 |
|