Wealthcare Advisory Partners’s Shenandoah Telecom SHEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-602
| Closed | -$29K | – | 1644 |
|
|
2021
Q1 | $29K | Buy |
+602
| New | +$29K | ﹤0.01% | 1075 |
|
|
2020
Q2 | – | Sell |
-1,522
| Closed | -$75K | – | 1171 |
|
|
2020
Q1 | $75K | Sell |
1,522
-1,000
| -40% | -$49.3K | 0.01% | 426 |
|
|
2019
Q4 | $105K | Buy |
2,522
+107
| +4% | +$4.46K | 0.01% | 397 |
|
|
2019
Q3 | $77K | Hold |
2,415
| – | – | 0.01% | 452 |
|
|
2019
Q2 | $93K | Hold |
2,415
| – | – | 0.01% | 391 |
|
|
2019
Q1 | $107K | Hold |
2,415
| – | – | 0.02% | 326 |
|
|
2018
Q4 | $107K | Sell |
2,415
-396
| -14% | -$17.5K | 0.02% | 299 |
|
|
2018
Q3 | $109K | Sell |
2,811
-2,755
| -49% | -$107K | 0.02% | 320 |
|
|
2018
Q2 | $182K | Hold |
5,566
| – | – | 0.04% | 227 |
|
|
2018
Q1 | $200K | Hold |
5,566
| – | – | 0.05% | 194 |
|
|
2017
Q4 | $188K | Sell |
5,566
-93
| -2% | -$3.14K | 0.05% | 187 |
|
|
2017
Q3 | $210K | Buy |
+5,659
| New | +$210K | 0.06% | 143 |
|