Weatherly Asset Management’s PetMed Express PETS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,650
| Closed | -$205K | – | 195 |
|
|
2018
Q2 | $205K | Buy |
+4,650
| New | +$205K | 0.05% | 189 |
|
|
2018
Q1 | – | Sell |
-4,650
| Closed | -$212K | – | 202 |
|
|
2017
Q4 | $212K | Buy |
+4,650
| New | +$212K | 0.05% | 194 |
|
|
2017
Q3 | – | Sell |
-5,325
| Closed | -$216K | – | 188 |
|
|
2017
Q2 | $216K | Buy |
+5,325
| New | +$216K | 0.06% | 172 |
|
|
2014
Q4 | – | Sell |
-13,003
| Closed | -$177K | – | 150 |
|
|
2014
Q3 | $177K | Hold |
13,003
| – | – | 0.08% | 140 |
|
|
2014
Q2 | $175K | Buy |
+13,003
| New | +$175K | 0.07% | 156 |
|
|
2014
Q1 | – | Sell |
-15,953
| Closed | -$265K | – | 142 |
|
|
2013
Q4 | $265K | Buy |
+15,953
| New | +$265K | 0.13% | 117 |
|