Shufro Rose & Co’s CoreCard CCRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $706K | Sell |
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|
2018
Q3 | $653K | Sell |
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|
2018
Q2 | $692K | Sell |
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|
2018
Q1 | $449K | Hold |
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|
2017
Q4 | $401K | Hold |
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|
2017
Q3 | $336K | Buy |
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|
2017
Q2 | $276K | Hold |
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|
2017
Q1 | $348K | Hold |
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|
2016
Q4 | $334K | Hold |
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|
2016
Q3 | $287K | Hold |
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|
2016
Q2 | $293K | Hold |
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|
2016
Q1 | $271K | Hold |
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|
2015
Q4 | $254K | Buy |
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|
2015
Q3 | $232K | Buy |
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|
2015
Q2 | $221K | Sell |
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|
2015
Q1 | $262K | Hold |
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|
2014
Q4 | $146K | Hold |
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|
2014
Q3 | $125K | Hold |
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|
2014
Q2 | $125K | Hold |
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|
2014
Q1 | $153K | Buy |
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|
2013
Q4 | $143K | Hold |
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|
2013
Q3 | $133K | Buy |
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|
2013
Q2 | $109K | Buy |
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