Rockefeller Financial Services’s Xerium Technologies Inc (new) XRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,026
| Closed | -$5K | – | 547 |
|
|
2017
Q3 | $5K | Hold |
1,026
| – | – | ﹤0.01% | 515 |
|
|
2017
Q2 | $7K | Hold |
1,026
| – | – | ﹤0.01% | 430 |
|
|
2017
Q1 | $7K | Hold |
1,026
| – | – | ﹤0.01% | 449 |
|
|
2016
Q4 | $6K | Hold |
1,026
| – | – | ﹤0.01% | 487 |
|
|
2016
Q3 | $8K | Hold |
1,026
| – | – | ﹤0.01% | 432 |
|
|
2016
Q2 | $7K | Hold |
1,026
| – | – | ﹤0.01% | 447 |
|
|
2016
Q1 | $5K | Buy |
+1,026
| New | +$5K | ﹤0.01% | 574 |
|