WealthPLAN Partners’s Chicago Bridge & Iron Nv CBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-1,936
| Closed | -$58.7K | – | 482 |
|
2017
Q1 | $58.7K | Buy |
+1,936
| New | +$58.7K | 0.2% | 96 |
|
2016
Q3 | $221K | Sell |
8,036
-10,767
| -57% | -$296K | 0.07% | 137 |
|
2016
Q2 | $336K | Buy |
+18,803
| New | +$336K | 0.04% | 270 |
|
2015
Q4 | $1.19M | Buy |
+93,423
| New | +$1.19M | 0.19% | 84 |
|
2015
Q2 | $980K | Buy |
19,582
+11,045
| +129% | +$553K | 0.43% | 33 |
|
2015
Q1 | $419K | Buy |
+8,537
| New | +$419K | 0.2% | 78 |
|