Welch Capital Partners’s Visteon VC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-24,660
| Closed | -$2.64M | – | 37 |
|
|
2014
Q4 | $2.64M | Hold |
24,660
| – | – | 0.83% | 27 |
|
|
2014
Q3 | $2.4M | Sell |
24,660
-85,628
| -78% | -$8.33M | 0.79% | 30 |
|
|
2014
Q2 | $10.7M | Sell |
110,288
-4,955
| -4% | -$481K | 3.77% | 12 |
|
|
2014
Q1 | $10.2M | Buy |
115,243
+25,640
| +29% | +$2.27M | 3.63% | 14 |
|
|
2013
Q4 | $7.34M | Buy |
+89,603
| New | +$7.34M | 2.46% | 25 |
|