Shelton Capital Management’s Financial Engines, Inc. FNGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-6,064
| Closed | -$272K | – | 949 |
|
2018
Q2 | $272K | Hold |
6,064
| – | – | 0.02% | 628 |
|
2018
Q1 | $212K | Buy |
+6,064
| New | +$212K | 0.01% | 751 |
|
2017
Q3 | – | Sell |
-5,687
| Closed | -$208K | – | 888 |
|
2017
Q2 | $208K | Buy |
5,687
+717
| +14% | +$26.2K | 0.01% | 793 |
|
2017
Q1 | $216K | Buy |
+4,970
| New | +$216K | 0.02% | 761 |
|
2014
Q1 | – | Sell |
-3,738
| Closed | -$260K | – | 785 |
|
2013
Q4 | $260K | Buy |
+3,738
| New | +$260K | 0.04% | 580 |
|