Sequoia Financial Advisors’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-18,927
| Closed | -$309K | – | 289 |
|
|
2016
Q3 | $309K | Sell |
18,927
-3,674
| -16% | -$60K | 0.06% | 171 |
|
|
2016
Q2 | $367K | Buy |
22,601
+12,151
| +116% | +$197K | 0.1% | 144 |
|
|
2016
Q1 | $178K | Hold |
10,450
| – | – | 0.06% | 186 |
|
|
2015
Q4 | $179K | Sell |
10,450
-345
| -3% | -$5.91K | 0.07% | 167 |
|
|
2015
Q3 | $222K | Buy |
10,795
+169
| +2% | +$3.48K | 0.1% | 149 |
|
|
2015
Q2 | $329K | Sell |
10,626
-1,283
| -11% | -$39.7K | 0.14% | 129 |
|
|
2015
Q1 | $384K | Buy |
11,909
+4,019
| +51% | +$130K | 0.18% | 107 |
|
|
2014
Q4 | $279K | Buy |
7,890
+12
| +0.2% | +$424 | 0.19% | 114 |
|
|
2014
Q3 | $272K | Buy |
7,878
+6
| +0.1% | +$207 | 0.19% | 120 |
|
|
2014
Q2 | $299K | Buy |
7,872
+12
| +0.2% | +$456 | 0.23% | 100 |
|
|
2014
Q1 | $285K | Buy |
+7,860
| New | +$285K | 0.24% | 110 |
|