Waverly Advisors’s Brinker International EAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-469
| Closed | -$25K | – | 197 |
|
|
2015
Q3 | $25K | Buy |
+469
| New | +$25K | 0.02% | 226 |
|
|
2014
Q4 | – | Sell |
-2,255
| Closed | -$115K | – | 494 |
|
|
2014
Q3 | $115K | Hold |
2,255
| – | – | 0.06% | 124 |
|
|
2014
Q2 | $110K | Hold |
2,255
| – | – | 0.05% | 138 |
|
|
2014
Q1 | $118K | Hold |
2,255
| – | – | 0.05% | 130 |
|
|
2013
Q4 | $104K | Buy |
+2,255
| New | +$104K | 0.04% | 223 |
|