Veritable’s SLM Corp SLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,278
| Closed | -$168K | – | 672 |
|
|
2023
Q2 | $168K | Buy |
+10,278
| New | +$156K | ﹤0.01% | 862 |
|
|
2020
Q2 | – | Sell |
-13,896
| Closed | -$100K | – | 788 |
|
|
2020
Q1 | $100K | Buy |
13,896
+3,367
| +32% | +$32.5K | ﹤0.01% | 708 |
|
|
2019
Q4 | $94K | Sell |
10,529
-4,219
| -29% | -$36.7K | ﹤0.01% | 800 |
|
|
2019
Q3 | $130K | Hold |
14,748
| – | – | ﹤0.01% | 779 |
|
|
2019
Q2 | $143K | Buy |
14,748
+87
| +0.6% | +$862 | ﹤0.01% | 781 |
|
|
2019
Q1 | $145K | Hold |
14,661
| – | – | ﹤0.01% | 775 |
|
|
2018
Q4 | $122K | Buy |
14,661
+886
| +6% | +$8.82K | ﹤0.01% | 750 |
|
|
2018
Q3 | $154K | Buy |
13,775
+950
| +7% | +$11K | ﹤0.01% | 791 |
|
|
2018
Q2 | $147K | Sell |
12,825
-3
| -0% | -$35 | ﹤0.01% | 774 |
|
|
2018
Q1 | $144K | Buy |
12,828
+2,058
| +19% | +$23.1K | ﹤0.01% | 769 |
|
|
2017
Q4 | $122K | Sell |
10,770
-2,308
| -18% | -$25.3K | ﹤0.01% | 780 |
|
|
2017
Q3 | $150K | Buy |
13,078
+203
| +2% | +$2.2K | ﹤0.01% | 733 |
|
|
2017
Q2 | $148K | Sell |
12,875
-1,951
| -13% | -$22.2K | ﹤0.01% | 737 |
|
|
2017
Q1 | $179K | Buy |
14,826
+1,105
| +8% | +$13.1K | ﹤0.01% | 726 |
|
|
2016
Q4 | $151K | Buy |
+13,721
| New | +$123K | ﹤0.01% | 718 |
|
|
2015
Q2 | – | Sell |
-18,750
| Closed | -$174K | – | 857 |
|
|
2015
Q1 | $174K | Sell |
18,750
-10
| -0.1% | -$94 | ﹤0.01% | 892 |
|
|
2014
Q4 | $191K | Sell |
18,760
-3,852
| -17% | -$36.8K | ﹤0.01% | 889 |
|
|
2014
Q3 | $194K | Sell |
22,612
-7,516
| -25% | -$65.9K | ﹤0.01% | 911 |
|
|
2014
Q2 | $250K | Sell |
30,128
-56,039
| -65% | -$494K | 0.01% | 817 |
|
|
2014
Q1 | $754K | Buy |
86,167
+7,235
| +9% | +$63.2K | 0.02% | 466 |
|
|
2013
Q4 | $741K | Buy |
78,932
+624
| +0.8% | +$5.74K | 0.02% | 459 |
|
|
2013
Q3 | $697K | Buy |
78,308
+540
| +0.7% | +$4.71K | 0.02% | 476 |
|
|
2013
Q2 | $635K | Buy |
+77,768
| New | +$607K | 0.02% | 508 |
|
Other funds holding SLM
IC
