Sequoia Financial Advisors’s Cepheid Inc CPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,549
| Closed | -$202K | – | 205 |
|
|
2015
Q1 | $202K | Sell |
3,549
-3,434
| -49% | -$195K | 0.09% | 174 |
|
|
2014
Q4 | $378K | Hold |
6,983
| – | – | 0.26% | 85 |
|
|
2014
Q3 | $307K | Sell |
6,983
-3,000
| -30% | -$132K | 0.21% | 109 |
|
|
2014
Q2 | $479K | Buy |
9,983
+460
| +5% | +$22.1K | 0.36% | 70 |
|
|
2014
Q1 | $491K | Buy |
9,523
+1,072
| +13% | +$55.3K | 0.41% | 72 |
|
|
2013
Q4 | $394K | Buy |
+8,451
| New | +$394K | 0.33% | 81 |
|