Shepherd Kaplan Krochuk’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,111
| Closed | -$284K | – | 443 |
|
|
2015
Q1 | $284K | Sell |
6,111
-10,622
| -63% | -$494K | 0.05% | 238 |
|
|
2014
Q4 | $751K | Hold |
16,733
| – | – | 0.12% | 148 |
|
|
2014
Q3 | $651K | Buy |
16,733
+1,810
| +12% | +$70.4K | 0.08% | 164 |
|
|
2014
Q2 | $631K | Buy |
14,923
+5,532
| +59% | +$234K | 0.07% | 178 |
|
|
2014
Q1 | $335K | Buy |
+9,391
| New | +$335K | 0.04% | 268 |
|