Summit Financial Wealth Advisors’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,322
| Closed | -$390K | – | 152 |
|
|
2018
Q2 | $390K | Hold |
1,322
| – | – | 0.13% | 95 |
|
|
2018
Q1 | $390K | Sell |
1,322
-63
| -5% | -$18.6K | 0.13% | 97 |
|
|
2017
Q4 | $266K | Sell |
1,385
-3
| -0.2% | -$576 | 0.09% | 110 |
|
|
2017
Q3 | $252K | Sell |
1,388
-50
| -3% | -$9.08K | 0.09% | 117 |
|
|
2017
Q2 | $215K | Sell |
1,438
-53
| -4% | -$7.92K | 0.09% | 139 |
|
|
2017
Q1 | $220K | Buy |
+1,491
| New | +$220K | 0.1% | 130 |
|