Waverly Advisors’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-42
| Closed | -$2K | – | 540 |
|
|
2014
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 725 |
|
|
2014
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 696 |
|
|
2014
Q1 | $2K | Sell |
42
-1,291
| -97% | -$61.5K | ﹤0.01% | 658 |
|
|
2013
Q4 | $59K | Buy |
1,333
+33
| +3% | +$1.46K | 0.02% | 308 |
|
|
2013
Q3 | $57K | Buy |
+1,300
| New | +$57K | 0.03% | 224 |
|