Ropes Wealth Advisors’s ShoreTel, Inc. SHOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,000
| Closed | -$29K | – | 730 |
|
|
2017
Q2 | $29K | Sell |
5,000
-4,233
| -46% | -$24.6K | 0.01% | 377 |
|
|
2017
Q1 | $57K | Hold |
9,233
| – | – | 0.02% | 314 |
|
|
2016
Q4 | $66K | Hold |
9,233
| – | – | 0.02% | 290 |
|
|
2016
Q3 | $74K | Sell |
9,233
-10,000
| -52% | -$80.1K | 0.03% | 262 |
|
|
2016
Q2 | $129K | Hold |
19,233
| – | – | 0.05% | 214 |
|
|
2016
Q1 | $143K | Hold |
19,233
| – | – | 0.06% | 170 |
|
|
2015
Q4 | $170K | Hold |
19,233
| – | – | 0.07% | 161 |
|
|
2015
Q3 | $144K | Hold |
19,233
| – | – | 0.08% | 152 |
|
|
2015
Q2 | $130K | Buy |
19,233
+3,750
| +24% | +$25.3K | 0.07% | 149 |
|
|
2015
Q1 | $106K | Buy |
+15,483
| New | +$106K | 0.06% | 155 |
|