SVB Wealth’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20,001
| Closed | -$413K | – | 481 |
|
|
2017
Q4 | $413K | Sell |
20,001
-1,400
| -7% | -$27.1K | 0.02% | 365 |
|
|
2017
Q3 | $412K | Buy |
+21,401
| New | +$381K | 0.02% | 370 |
|
|
2017
Q2 | – | Sell |
-11,128
| Closed | -$190K | – | 504 |
|
|
2017
Q1 | $190K | Sell |
11,128
-4,848
| -30% | -$87.8K | 0.01% | 463 |
|
|
2016
Q4 | $289K | Hold |
15,976
| – | – | 0.01% | 416 |
|
|
2016
Q3 | $261K | Buy |
+15,976
| New | +$264K | 0.01% | 460 |
|
|
2015
Q3 | – | Sell |
-35,261
| Closed | -$1.09M | – | 589 |
|
|
2015
Q2 | $1.09M | Buy |
35,261
+972
| +3% | +$31.1K | 0.04% | 311 |
|
|
2015
Q1 | $1.11M | Sell |
34,289
-7,331
| -18% | -$258K | 0.04% | 305 |
|
|
2014
Q4 | $1.47M | Buy |
+41,620
| New | +$1.42M | 0.05% | 271 |
|