WA
BID

Waverly Advisors’s Sotheby's BID Stock Holding History

Waverly Advisors’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,761
Closed -$400K – 390
2017
Q4 		$400K Hold
7,761
– – 0.06% 164
2017
Q3 		$358K Sell
7,761
-745
-9% -$34.4K 0.08% 166
2017
Q2 		$457K Hold
8,506
– – 0.11% 139
2017
Q1 		$387K Buy
+8,506
New +$387K 0.1% 150