Wealthspire Advisors (Maryland)’s PBF Energy PBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-192
| Closed | -$6K | – | 1581 |
|
|
2019
Q1 | $6K | Sell |
192
-33
| -15% | -$1.03K | ﹤0.01% | 1761 |
|
|
2018
Q4 | $7K | Buy |
225
+8
| +4% | +$249 | ﹤0.01% | 1605 |
|
|
2018
Q3 | $11K | Hold |
217
| – | – | ﹤0.01% | 1488 |
|
|
2018
Q2 | $9K | Hold |
217
| – | – | ﹤0.01% | 1588 |
|
|
2018
Q1 | $7K | Sell |
217
-30
| -12% | -$968 | ﹤0.01% | 1692 |
|
|
2017
Q4 | $9K | Buy |
247
+187
| +312% | +$6.81K | ﹤0.01% | 1635 |
|
|
2017
Q3 | $2K | Buy |
60
+1
| +2% | +$33 | ﹤0.01% | 2002 |
|
|
2017
Q2 | $1K | Buy |
59
+14
| +31% | +$237 | ﹤0.01% | 2106 |
|
|
2017
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1824 |
|
|
2016
Q3 | – | Sell |
-10
| Closed | – | – | 1794 |
|
|
2016
Q2 | $0 | Sell |
10
-8
| -44% | – | ﹤0.01% | 1787 |
|
|
2016
Q1 | $1K | Sell |
18
-6
| -25% | -$333 | ﹤0.01% | 1666 |
|
|
2015
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1640 |
|