Strategic Wealth Partners’s Pope Resources Depositary Receipts of Limited Partnership Units POPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$72 | – | 562 |
|
|
2019
Q3 | $72 | Hold |
1,000
| – | – | ﹤0.01% | 284 |
|
|
2019
Q2 | $68K | Hold |
1,000
| – | – | 0.03% | 202 |
|
|
2019
Q1 | $66K | Hold |
1,000
| – | – | 0.03% | 211 |
|
|
2018
Q4 | $71K | Hold |
1,000
| – | – | 0.04% | 200 |
|
|
2018
Q3 | $73K | Hold |
1,000
| – | – | 0.04% | 203 |
|
|
2018
Q2 | $74K | Hold |
1,000
| – | – | 0.04% | 222 |
|
|
2018
Q1 | $70K | Buy |
1,000
+109
| +12% | +$7.63K | 0.04% | 217 |
|
|
2017
Q4 | $64K | Buy |
+891
| New | +$64K | 0.04% | 205 |
|