Waverly Advisors’s Ericsson ERIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-246	Closed	-$3K	–	502
2014 Q3	$3K	Hold	246	–	–	﹤0.01%	692
2014 Q2	$3K	Buy	246 +45	+22%	+$549	﹤0.01%	661
2014 Q1	$3K	Buy	201 +37	+23%	+$552	﹤0.01%	622
2013 Q4	$2K	Buy	+164	New	+$2K	﹤0.01%	777