SWM
SVA Wealth Management’s Ryder R Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-37,676
| Closed | -$3.29M | – | 209 |
|
|
2015
Q2 | $3.29M | Sell |
37,676
-337
| -0.9% | -$29.4K | 0.61% | 59 |
|
|
2015
Q1 | $3.61M | Buy |
38,013
+35,743
| +1,575% | +$3.39M | 0.66% | 56 |
|
|
2014
Q4 | $211K | Buy |
+2,270
| New | +$211K | 0.08% | 172 |
|