Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,256
| Closed | -$285K | – | 279 |
|
|
2018
Q4 | $285K | Hold |
6,256
| – | – | 0.02% | 277 |
|
|
2018
Q3 | $314K | Hold |
6,256
| – | – | 0.02% | 286 |
|
|
2018
Q2 | $302K | Hold |
6,256
| – | – | 0.02% | 293 |
|
|
2018
Q1 | $311K | Hold |
6,256
| – | – | 0.02% | 289 |
|
|
2017
Q4 | $313K | Hold |
6,256
| – | – | 0.02% | 287 |
|
|
2017
Q3 | $299K | Hold |
6,256
| – | – | 0.02% | 288 |
|
|
2017
Q2 | $293K | Buy |
6,256
+300
| +5% | +$14.1K | 0.02% | 296 |
|
|
2017
Q1 | $279K | Buy |
5,956
+400
| +7% | +$18.7K | 0.01% | 298 |
|
|
2016
Q4 | $260K | Buy |
5,556
+400
| +8% | +$18.7K | 0.01% | 306 |
|
|
2016
Q3 | $212K | Buy |
+5,156
| New | +$212K | 0.01% | 347 |
|