Summit Financial Wealth Advisors’s Bemis BMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,070
| Closed | -$42K | – | 237 |
|
|
2015
Q3 | $42K | Hold |
1,070
| – | – | 0.03% | 134 |
|
|
2015
Q2 | $48K | Sell |
1,070
-565
| -35% | -$25.3K | 0.03% | 148 |
|
|
2015
Q1 | $75K | Hold |
1,635
| – | – | 0.05% | 104 |
|
|
2014
Q4 | $74K | Buy |
+1,635
| New | +$74K | 0.05% | 102 |
|