Wealthspire Advisors (Maryland)’s Shiloh Industries Inc SHLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-175,484
| Closed | -$284K | – | 563 |
|
2020
Q2 | $284K | Hold |
175,484
| – | – | 0.02% | 350 |
|
2020
Q1 | $219K | Sell |
175,484
-4,401
| -2% | -$5.49K | 0.02% | 367 |
|
2019
Q4 | $640K | Hold |
179,885
| – | – | 0.04% | 232 |
|
2019
Q3 | $745K | Hold |
179,885
| – | – | 0.05% | 190 |
|
2019
Q2 | $876K | Sell |
179,885
-10,115
| -5% | -$49.3K | 0.07% | 150 |
|
2019
Q1 | $1.05M | Hold |
190,000
| – | – | 0.08% | 132 |
|
2018
Q4 | $1.11M | Hold |
190,000
| – | – | 0.1% | 109 |
|
2018
Q3 | $2.09M | Hold |
190,000
| – | – | 0.17% | 78 |
|
2018
Q2 | $1.65M | Hold |
190,000
| – | – | 0.15% | 91 |
|
2018
Q1 | $1.65M | Hold |
190,000
| – | – | 0.16% | 93 |
|
2017
Q4 | $1.56M | Hold |
190,000
| – | – | 0.15% | 95 |
|
2017
Q3 | $1.98M | Buy |
+190,000
| New | +$1.98M | 0.22% | 74 |
|