Waverly Advisors’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-63
| Closed | -$7K | – | 207 |
|
|
2017
Q4 | $7K | Buy |
+63
| New | +$7K | ﹤0.01% | 346 |
|
|
2015
Q4 | – | Sell |
-52
| Closed | -$6K | – | 168 |
|
|
2015
Q3 | $6K | Hold |
52
| – | – | ﹤0.01% | 370 |
|
|
2015
Q2 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 302 |
|
|
2014
Q1 | – | Sell |
-245
| Closed | -$26K | – | 704 |
|
|
2013
Q4 | $26K | Buy |
245
+51
| +26% | +$5.41K | 0.01% | 416 |
|
|
2013
Q3 | $19K | Buy |
+194
| New | +$19K | 0.01% | 357 |
|