Summit Trail Advisors’s Instructure, Inc. INST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-124,780
| Closed | -$4.68M | – | 142 |
|
|
2018
Q4 | $4.68M | Sell |
124,780
-8,828
| -7% | -$331K | 1.66% | 15 |
|
|
2018
Q3 | $4.73M | Hold |
133,608
| – | – | 1.04% | 20 |
|
|
2018
Q2 | $5.69M | Hold |
133,608
| – | – | 1.99% | 8 |
|
|
2018
Q1 | $5.63M | Hold |
133,608
| – | – | 0.96% | 19 |
|
|
2017
Q4 | $4.42M | Buy |
+133,608
| New | +$4.42M | 0.56% | 32 |
|