Waverly Advisors’s Bunge Global BG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-70
| Closed | -$6K | – | 359 |
|
|
2015
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 291 |
|
|
2014
Q4 | $6K | Sell |
70
-1,205
| -95% | -$103K | ﹤0.01% | 358 |
|
|
2014
Q3 | $107K | Hold |
1,275
| – | – | 0.06% | 131 |
|
|
2014
Q2 | $96K | Hold |
1,275
| – | – | 0.04% | 153 |
|
|
2014
Q1 | $101K | Hold |
1,275
| – | – | 0.05% | 148 |
|
|
2013
Q4 | $105K | Buy |
+1,275
| New | +$105K | 0.04% | 219 |
|