SVB Wealth’s Schulman (A.) Inc SHLM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-10,434
| Closed | -$304K | – | 525 |
|
2016
Q3 | $304K | Buy |
10,434
+1,535
| +17% | +$44.7K | 0.01% | 437 |
|
2016
Q2 | $217K | Sell |
8,899
-560
| -6% | -$13.7K | 0.01% | 476 |
|
2016
Q1 | $257K | Buy |
+9,459
| New | +$257K | 0.01% | 454 |
|
2015
Q2 | – | Sell |
-4,403
| Closed | -$212K | – | 581 |
|
2015
Q1 | $212K | Buy |
+4,403
| New | +$212K | 0.01% | 517 |
|