SWM
GMCR
Strategic Wealth Management’s KEURIG GREEN MTN INC GMCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,289
| Closed | -$559K | – | 44 |
|
|
2015
Q2 | $559K | Buy |
7,289
+263
| +4% | +$20.2K | 0.65% | 35 |
|
|
2015
Q1 | $785K | Buy |
7,026
+897
| +15% | +$100K | 0.78% | 24 |
|
|
2014
Q4 | $811K | Sell |
6,129
-2,005
| -25% | -$265K | 0.79% | 25 |
|
|
2014
Q3 | $1.06M | Buy |
+8,134
| New | +$1.06M | 1.1% | 20 |
|