Sterling Investment Advisors (Pennsylvania)’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,262
| Closed | -$196K | – | 391 |
|
2017
Q4 | $196K | Sell |
1,262
-61
| -5% | -$9.47K | 0.12% | 110 |
|
2017
Q3 | $203K | Sell |
1,323
-228
| -15% | -$35K | 0.13% | 104 |
|
2017
Q2 | $256K | Sell |
1,551
-248
| -14% | -$40.9K | 0.17% | 94 |
|
2017
Q1 | $313K | Sell |
1,799
-203
| -10% | -$35.3K | 0.23% | 81 |
|
2016
Q4 | $341K | Buy |
+2,002
| New | +$341K | 0.27% | 72 |
|