Strategic Wealth Partners’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-160
| Closed | -$8 | – | 567 |
|
|
2019
Q3 | $8 | Sell |
160
-175
| -52% | -$9 | ﹤0.01% | 602 |
|
|
2019
Q2 | $19K | Hold |
335
| – | – | 0.01% | 370 |
|
|
2019
Q1 | $18K | Sell |
335
-105
| -24% | -$5.64K | 0.01% | 393 |
|
|
2018
Q4 | $25K | Sell |
440
-955
| -68% | -$54.3K | 0.01% | 306 |
|
|
2018
Q3 | $89K | Sell |
1,395
-400
| -22% | -$25.5K | 0.05% | 186 |
|
|
2018
Q2 | $118K | Sell |
1,795
-133
| -7% | -$8.74K | 0.07% | 179 |
|
|
2018
Q1 | $123K | Buy |
1,928
+138
| +8% | +$8.8K | 0.06% | 174 |
|
|
2017
Q4 | $124K | Buy |
+1,790
| New | +$124K | 0.07% | 165 |
|