Wealthspire Advisors (Maryland)’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,546
| Closed | -$32K | – | 2757 |
|
|
2017
Q4 | $32K | Sell |
1,546
-574
| -27% | -$11.9K | ﹤0.01% | 1170 |
|
|
2017
Q3 | $41K | Sell |
2,120
-195
| -8% | -$3.77K | ﹤0.01% | 1053 |
|
|
2017
Q2 | $38K | Buy |
2,315
+800
| +53% | +$13.1K | ﹤0.01% | 1045 |
|
|
2017
Q1 | $26K | Buy |
1,515
+50
| +3% | +$858 | ﹤0.01% | 1005 |
|
|
2016
Q4 | $27K | Sell |
1,465
-2,200
| -60% | -$40.5K | ﹤0.01% | 942 |
|
|
2016
Q3 | $60K | Buy |
3,665
+200
| +6% | +$3.27K | 0.01% | 728 |
|
|
2016
Q2 | $56K | Buy |
3,465
+2,200
| +174% | +$35.6K | 0.01% | 709 |
|
|
2016
Q1 | $22K | Buy |
1,265
+1,000
| +377% | +$17.4K | ﹤0.01% | 949 |
|
|
2015
Q4 | $5K | Buy |
+265
| New | +$5K | ﹤0.01% | 1375 |
|