Waverly Advisors’s ADT CORP ADT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-567
| Closed | -$17K | – | 457 |
|
|
2015
Q3 | $17K | Buy |
+567
| New | +$17K | 0.01% | 308 |
|
|
2014
Q4 | – | Sell |
-152
| Closed | -$5K | – | 754 |
|
|
2014
Q3 | $5K | Hold |
152
| – | – | ﹤0.01% | 646 |
|
|
2014
Q2 | $5K | Hold |
152
| – | – | ﹤0.01% | 604 |
|
|
2014
Q1 | $5K | Sell |
152
-37
| -20% | -$1.22K | ﹤0.01% | 572 |
|
|
2013
Q4 | $8K | Buy |
189
+152
| +411% | +$6.43K | ﹤0.01% | 601 |
|
|
2013
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 554 |
|