Waverly Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,097
| Closed | -$218K | – | 227 |
|
|
2017
Q1 | $218K | Buy |
+7,097
| New | +$218K | 0.06% | 196 |
|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$79K | – | 439 |
|
|
2015
Q3 | $79K | Buy |
2,000
+600
| +43% | +$23.7K | 0.05% | 89 |
|
|
2015
Q2 | $70K | Hold |
1,400
| – | – | 0.04% | 98 |
|
|
2015
Q1 | $69K | Buy |
1,400
+650
| +87% | +$32K | 0.03% | 96 |
|
|
2014
Q4 | $31K | Sell |
750
-1,250
| -63% | -$51.7K | 0.02% | 172 |
|
|
2014
Q3 | $116K | Buy |
2,000
+500
| +33% | +$29K | 0.06% | 123 |
|
|
2014
Q2 | $102K | Buy |
1,500
+700
| +88% | +$47.6K | 0.04% | 145 |
|
|
2014
Q1 | $70K | Sell |
800
-877
| -52% | -$76.7K | 0.03% | 184 |
|
|
2013
Q4 | $139K | Buy |
1,677
+800
| +91% | +$66.3K | 0.05% | 183 |
|
|
2013
Q3 | $59K | Buy |
+877
| New | +$59K | 0.03% | 221 |
|