Sequoia Financial Advisors’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,714
| Closed | -$266K | – | 335 |
|
2017
Q4 | $266K | Buy |
1,714
+45
| +3% | +$6.98K | 0.03% | 238 |
|
2017
Q3 | $256K | Buy |
1,669
+257
| +18% | +$39.4K | 0.03% | 234 |
|
2017
Q2 | $233K | Buy |
1,412
+65
| +5% | +$10.7K | 0.03% | 242 |
|
2017
Q1 | $235K | Sell |
1,347
-300
| -18% | -$52.3K | 0.03% | 238 |
|
2016
Q4 | $281K | Buy |
1,647
+529
| +47% | +$90.3K | 0.04% | 204 |
|
2016
Q3 | $217K | Sell |
1,118
-282
| -20% | -$54.7K | 0.04% | 217 |
|
2016
Q2 | $258K | Buy |
+1,400
| New | +$258K | 0.07% | 192 |
|