Valley Wealth Managers’s QUESTAR CORP STR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-35,325
| Closed | -$688K | – | 117 |
|
|
2015
Q4 | $688K | Sell |
35,325
-9,650
| -21% | -$188K | 0.12% | 85 |
|
|
2015
Q3 | $873K | Sell |
44,975
-1,050
| -2% | -$20.4K | 0.16% | 83 |
|
|
2015
Q2 | $962K | Sell |
46,025
-2,575
| -5% | -$53.8K | 0.17% | 82 |
|
|
2015
Q1 | $1.16M | Buy |
48,600
+3,000
| +7% | +$71.6K | 0.2% | 73 |
|
|
2014
Q4 | $1.15M | Buy |
45,600
+5,075
| +13% | +$128K | 0.21% | 71 |
|
|
2014
Q3 | $903K | Buy |
40,525
+5,975
| +17% | +$133K | 0.17% | 78 |
|
|
2014
Q2 | $857K | Buy |
34,550
+3,025
| +10% | +$75K | 0.16% | 78 |
|
|
2014
Q1 | $750K | Buy |
31,525
+3,600
| +13% | +$85.6K | 0.15% | 76 |
|
|
2013
Q4 | $642K | Buy |
27,925
+4,400
| +19% | +$101K | 0.13% | 79 |
|
|
2013
Q3 | $529K | Buy |
23,525
+4,600
| +24% | +$103K | 0.12% | 84 |
|
|
2013
Q2 | $451K | Buy |
+18,925
| New | +$451K | 0.1% | 87 |
|