Shepherd Kaplan Krochuk’s ALT5 Sigma ALTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $40K | Sell |
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|
2017
Q2 | $58K | Sell |
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|
2017
Q1 | $132K | Buy |
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|
2016
Q4 | $61K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $65K | Buy |
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|
2015
Q4 | $57K | Sell |
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|
2015
Q3 | $136K | Sell |
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|
2015
Q2 | $260K | Sell |
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|
2015
Q1 | $353K | Buy |
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|
2014
Q4 | $441K | Buy |
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|
2014
Q3 | $342K | Buy |
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|
2014
Q2 | $318K | Sell |
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|
2014
Q1 | $321K | Buy |
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|
2013
Q4 | $237K | Buy |
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|
2013
Q3 | $220K | Buy |
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|
2013
Q2 | $103K | Buy |
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