WA
ALEX

Waverly Advisors’s Alexander & Baldwin ALEX Stock Holding History

Waverly Advisors’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-238
Closed -$9K – 419
2014
Q3 		$9K Hold
238
– – ﹤0.01% 496
2014
Q2 		$10K Buy
238
+16
+7% +$672 ﹤0.01% 433
2014
Q1 		$9K Buy
222
+26
+13% +$1.05K ﹤0.01% 437
2013
Q4 		$8K Buy
+196
New +$8K ﹤0.01% 583