Sharkey, Howes & Javer’s MERRILL PF CP TST V 7.28%TOPRS MER.PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-700
| Closed | -$18K | – | 269 |
|
|
2015
Q4 | $18K | Buy |
700
+500
| +250% | +$13K | 0.01% | 161 |
|
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 196 |
|
|
2015
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 173 |
|
|
2015
Q1 | $5K | Buy |
+200
| New | +$5.19K | ﹤0.01% | 192 |
|