Veritable’s NEW SENIOR INVESTMENT GROUP INC. SNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,000
| Closed | -$91K | – | 828 |
|
|
2017
Q3 | $91K | Hold |
10,000
| – | – | ﹤0.01% | 732 |
|
|
2017
Q2 | $101K | Hold |
10,000
| – | – | ﹤0.01% | 738 |
|
|
2017
Q1 | $102K | Buy |
+10,000
| New | +$102K | ﹤0.01% | 731 |
|
|
2016
Q4 | – | Sell |
-11,080
| Closed | -$128K | – | 774 |
|
|
2016
Q3 | $128K | Hold |
11,080
| – | – | ﹤0.01% | 710 |
|
|
2016
Q2 | $118K | Buy |
11,080
+580
| +6% | +$6.18K | ﹤0.01% | 695 |
|
|
2016
Q1 | $108K | Hold |
10,500
| – | – | ﹤0.01% | 684 |
|
|
2015
Q4 | $104K | Hold |
10,500
| – | – | ﹤0.01% | 715 |
|
|
2015
Q3 | $110K | Hold |
10,500
| – | – | ﹤0.01% | 692 |
|
|
2015
Q2 | $140K | Sell |
10,500
-1,063
| -9% | -$14.2K | ﹤0.01% | 716 |
|
|
2015
Q1 | $192K | Sell |
11,563
-10,989
| -49% | -$182K | ﹤0.01% | 885 |
|
|
2014
Q4 | $371K | Buy |
+22,552
| New | +$371K | 0.01% | 692 |
|