Shepherd Kaplan Krochuk’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $330K | Sell |
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|
2019
Q1 | $379K | Hold |
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|
2018
Q4 | $289K | Sell |
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|
2018
Q3 | $629K | Hold |
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|
2018
Q2 | $676K | Sell |
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|
2018
Q1 | $799K | Hold |
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|
2017
Q4 | $880K | Hold |
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|
2017
Q3 | $811K | Hold |
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|
2017
Q2 | $798K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $703K | Sell |
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|
2016
Q3 | $920K | Sell |
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|
2016
Q2 | $1.21M | Sell |
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|
2016
Q1 | $1.36M | Sell |
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|
2015
Q4 | $2M | Buy |
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|
2015
Q3 | $1.81M | Sell |
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|
2015
Q2 | $2.99M | Hold |
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|
2015
Q1 | $3.35M | Sell |
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|
2014
Q4 | $3.15M | Buy |
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