Van Hulzen Asset Management’s ALLY FINL INC PERP PFD FIXED/FLTG RATE SER A ALLY.PRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-33,900
| Closed | -$863K | – | 159 |
|
|
2016
Q1 | $863K | Buy |
33,900
+23,700
| +232% | +$603K | 0.49% | 59 |
|
|
2015
Q4 | $263K | Buy |
10,200
+400
| +4% | +$10.3K | 0.16% | 93 |
|
|
2015
Q3 | $254K | Sell |
9,800
-1,400
| -13% | -$36.3K | 0.16% | 95 |
|
|
2015
Q2 | $296K | Buy |
11,200
+1,400
| +14% | +$37K | 0.16% | 109 |
|
|
2015
Q1 | $261K | Buy |
+9,800
| New | +$261K | 0.16% | 114 |
|