Transform Wealth’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,907
| Closed | -$67K | – | 197 |
|
|
2018
Q3 | $67K | Sell |
13,907
-7,453
| -35% | -$35.9K | 0.01% | 192 |
|
|
2018
Q2 | $109K | Sell |
21,360
-8,924
| -29% | -$45.5K | 0.02% | 213 |
|
|
2018
Q1 | $190K | Sell |
30,284
-3,794
| -11% | -$23.8K | 0.04% | 225 |
|
|
2017
Q4 | $214K | Buy |
34,078
+223
| +0.7% | +$1.4K | 0.04% | 234 |
|
|
2017
Q3 | $225K | Buy |
+33,855
| New | +$225K | 0.08% | 196 |
|
|
2017
Q2 | – | Sell |
-36,021
| Closed | -$210K | – | 145 |
|
|
2017
Q1 | $210K | Sell |
36,021
-1,713
| -5% | -$9.99K | 0.08% | 197 |
|
|
2016
Q4 | $187K | Buy |
37,734
+6,079
| +19% | +$30.1K | 0.07% | 200 |
|
|
2016
Q3 | $134K | Sell |
31,655
-5,636
| -15% | -$23.9K | 0.06% | 199 |
|
|
2016
Q2 | $140K | Buy |
+37,291
| New | +$140K | 0.06% | 208 |
|