Valley Wealth Managers’s Sabre SABR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-121,759
| Closed | -$2.73M | – | 181 |
|
|
2019
Q4 | $2.73M | Buy |
121,759
+19,380
| +19% | +$435K | 0.27% | 68 |
|
|
2019
Q3 | $2.29M | Sell |
102,379
-3,275
| -3% | -$73.4K | 0.24% | 75 |
|
|
2019
Q2 | $2.35M | Buy |
105,654
+17,070
| +19% | +$379K | 0.25% | 69 |
|
|
2019
Q1 | $1.9M | Buy |
88,584
+9,380
| +12% | +$201K | 0.21% | 77 |
|
|
2018
Q4 | $1.71M | Sell |
79,204
-2,646
| -3% | -$57.3K | 0.22% | 66 |
|
|
2018
Q3 | $2.14M | Sell |
81,850
-1,895
| -2% | -$49.4K | 0.25% | 54 |
|
|
2018
Q2 | $2.06M | Sell |
83,745
-6,900
| -8% | -$170K | 0.25% | 53 |
|
|
2018
Q1 | $1.94M | Buy |
90,645
+1,250
| +1% | +$26.8K | 0.24% | 58 |
|
|
2017
Q4 | $1.83M | Sell |
89,395
-50
| -0.1% | -$1.03K | 0.22% | 68 |
|
|
2017
Q3 | $1.62M | Buy |
+89,445
| New | +$1.62M | 0.2% | 73 |
|