Waverly Advisors’s EnerSys ENS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-328
| Closed | -$18K | – | 205 |
|
|
2015
Q3 | $18K | Sell |
328
-101
| -24% | -$5.54K | 0.01% | 289 |
|
|
2015
Q2 | $30K | Buy |
429
+129
| +43% | +$9.02K | 0.02% | 186 |
|
|
2015
Q1 | $19K | Hold |
300
| – | – | 0.01% | 196 |
|
|
2014
Q4 | $19K | Hold |
300
| – | – | 0.01% | 218 |
|
|
2014
Q3 | $18K | Hold |
300
| – | – | 0.01% | 355 |
|
|
2014
Q2 | $21K | Buy |
+300
| New | +$21K | 0.01% | 324 |
|
|
2014
Q1 | – | Sell |
-821
| Closed | -$58K | – | 728 |
|
|
2013
Q4 | $58K | Buy |
+821
| New | +$58K | 0.02% | 311 |
|