RPg Family Wealth Advisory’s IQ ARB Global Resources GRES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-144,517
| Closed | -$4.13M | – | 304 |
|
|
2017
Q4 | $4.13M | Buy |
144,517
+762
| +0.5% | +$21.8K | 3.49% | 14 |
|
|
2017
Q3 | $3.88M | Buy |
143,755
+1,065
| +0.7% | +$28.7K | 3.18% | 14 |
|
|
2017
Q2 | $3.64M | Sell |
142,690
-1,740
| -1% | -$44.3K | 3.17% | 14 |
|
|
2017
Q1 | $3.73M | Buy |
144,430
+1,311
| +0.9% | +$33.8K | 3.08% | 15 |
|
|
2016
Q4 | $3.59M | Buy |
+143,119
| New | +$3.59M | 3.08% | 13 |
|