SHJ
Sharkey, Howes & Javer’s EIDP, Inc. Preferred Stock $3.50 Series CTA.PRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,340
| Closed | -$270K | – | 219 |
|
|
2017
Q2 | $270K | Hold |
3,340
| – | – | 0.15% | 29 |
|
|
2017
Q1 | $268K | Buy |
3,340
+340
| +11% | +$27.3K | 0.14% | 29 |
|
|
2016
Q4 | $220K | Buy |
+3,000
| New | +$220K | 0.13% | 34 |
|
|
2015
Q2 | – | Sell |
-5
| Closed | – | – | 198 |
|
|
2015
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 219 |
|