Steward Partners Investment Advisory’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-489
| Closed | -$89K | – | 2631 |
|
|
2018
Q3 | $89K | Sell |
489
-14
| -3% | -$2.55K | ﹤0.01% | 971 |
|
|
2018
Q2 | $85K | Sell |
503
-238
| -32% | -$40.2K | 0.01% | 900 |
|
|
2018
Q1 | $110K | Sell |
741
-299
| -29% | -$44.4K | 0.01% | 754 |
|
|
2017
Q4 | $161K | Hold |
1,040
| – | – | 0.01% | 562 |
|
|
2017
Q3 | $159K | Buy |
1,040
+15
| +1% | +$2.29K | 0.02% | 478 |
|
|
2017
Q2 | $169K | Sell |
1,025
-576
| -36% | -$95K | 0.02% | 429 |
|
|
2017
Q1 | $278K | Buy |
1,601
+497
| +45% | +$86.3K | 0.04% | 283 |
|
|
2016
Q4 | $188K | Buy |
+1,104
| New | +$188K | 0.09% | 189 |
|