TWM
SEA
Torch Wealth Management’s Invesco Shipping ETF SEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-19,050
| Closed | -$278K | – | 105 |
|
|
2015
Q3 | $278K | Sell |
19,050
-6,250
| -25% | -$91.2K | 0.21% | 81 |
|
|
2015
Q2 | $459K | Hold |
25,300
| – | – | 0.32% | 69 |
|
|
2015
Q1 | $486K | Sell |
25,300
-200
| -0.8% | -$3.84K | 0.38% | 61 |
|
|
2014
Q4 | $470K | Sell |
25,500
-5,200
| -17% | -$95.8K | 0.36% | 61 |
|
|
2014
Q3 | $633K | Hold |
30,700
| – | – | 0.46% | 59 |
|
|
2014
Q2 | $703K | Hold |
30,700
| – | – | 0.48% | 55 |
|
|
2014
Q1 | $671K | Buy |
+30,700
| New | +$671K | 0.49% | 54 |
|