Truvvo Partners’s ShoreTel, Inc. SHOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-71,906
| Closed | -$421K | – | 131 |
|
|
2017
Q2 | $421K | Hold |
71,906
| – | – | 0.15% | 104 |
|
|
2017
Q1 | $442K | Hold |
71,906
| – | – | 0.2% | 91 |
|
|
2016
Q4 | $514 | Sell |
71,906
-130
| -0.2% | -$1 | 0.18% | 93 |
|
|
2016
Q3 | $576K | Sell |
72,036
-29,250
| -29% | -$234K | 0.26% | 80 |
|
|
2016
Q2 | $678K | Buy |
101,286
+6,790
| +7% | +$45.5K | 0.35% | 65 |
|
|
2016
Q1 | $703K | Buy |
94,496
+5,720
| +6% | +$42.6K | 0.32% | 60 |
|
|
2015
Q4 | $786K | Buy |
+88,776
| New | +$786K | 0.41% | 51 |
|