Veritable’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-8,965
| Closed | -$201K | – | 889 |
|
|
2015
Q1 | $201K | Buy |
8,965
+59
| +0.7% | +$1.32K | ﹤0.01% | 882 |
|
|
2014
Q4 | $240K | Sell |
8,906
-1,642
| -16% | -$44.2K | 0.01% | 820 |
|
|
2014
Q3 | $258K | Hold |
10,548
| – | – | 0.01% | 815 |
|
|
2014
Q2 | $271K | Hold |
10,548
| – | – | 0.01% | 784 |
|
|
2014
Q1 | $252K | Buy |
10,548
+607
| +6% | +$14.5K | 0.01% | 782 |
|
|
2013
Q4 | $242K | Sell |
9,941
-4,045
| -29% | -$98.5K | 0.01% | 780 |
|
|
2013
Q3 | $325K | Hold |
13,986
| – | – | 0.01% | 695 |
|
|
2013
Q2 | $336K | Buy |
+13,986
| New | +$336K | 0.01% | 683 |
|