Strategic Wealth Management’s Yahoo Inc YHOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-20,708
Closed -$727K 55
2014
Q2
$727K Hold
20,708
0.75% 25
2014
Q1
$743K Sell
20,708
-4,392
-17% -$158K 0.69% 26
2013
Q4
$1.02M Hold
25,100
1.03% 20
2013
Q3
$833K Buy
+25,100
New +$833K 0.92% 20