WBH Advisory’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-13,675
| Closed | -$91K | – | 217 |
|
|
2014
Q3 | $91K | Hold |
13,675
| – | – | 0.03% | 210 |
|
|
2014
Q2 | $133K | Hold |
13,675
| – | – | 0.05% | 211 |
|
|
2014
Q1 | $130K | Sell |
13,675
-2,250
| -14% | -$21.4K | 0.05% | 212 |
|
|
2013
Q4 | $165K | Buy |
15,925
+350
| +2% | +$3.63K | 0.07% | 201 |
|
|
2013
Q3 | $106K | Sell |
15,575
-350
| -2% | -$2.38K | 0.05% | 190 |
|
|
2013
Q2 | $84K | Buy |
+15,925
| New | +$84K | 0.04% | 189 |
|