Waverly Advisors’s Staples Inc SPLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$15K | – | 469 |
|
|
2015
Q2 | $15K | Buy |
+1,000
| New | +$15K | 0.01% | 243 |
|
|
2014
Q4 | – | Sell |
-639
| Closed | -$8K | – | 789 |
|
|
2014
Q3 | $8K | Hold |
639
| – | – | ﹤0.01% | 549 |
|
|
2014
Q2 | $7K | Sell |
639
-125
| -16% | -$1.37K | ﹤0.01% | 540 |
|
|
2014
Q1 | $9K | Buy |
764
+65
| +9% | +$766 | ﹤0.01% | 459 |
|
|
2013
Q4 | $11K | Buy |
+699
| New | +$11K | ﹤0.01% | 550 |
|