Transamerica Financial Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-80
| Closed | -$7K | – | 947 |
|
2015
Q2 | $7K | Sell |
80
-5
| -6% | -$438 | ﹤0.01% | 673 |
|
2015
Q1 | $7K | Sell |
85
-29
| -25% | -$2.39K | ﹤0.01% | 675 |
|
2014
Q4 | $9K | Buy |
114
+91
| +396% | +$7.18K | ﹤0.01% | 518 |
|
2014
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 582 |
|
2014
Q2 | $2K | Buy |
23
+2
| +10% | +$174 | ﹤0.01% | 592 |
|
2014
Q1 | $2K | Sell |
21
-6,896
| -100% | -$657K | ﹤0.01% | 559 |
|
2013
Q4 | $450K | Sell |
6,917
-8,559
| -55% | -$557K | 0.05% | 162 |
|
2013
Q3 | $1.12M | Buy |
15,476
+3,658
| +31% | +$264K | 0.14% | 94 |
|
2013
Q2 | $737K | Buy |
+11,818
| New | +$737K | 0.12% | 90 |
|