Welch & Forbes’s DMC Global BOOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-13,931
| Closed | -$132K | – | 332 |
|
|
2015
Q3 | $132K | Sell |
13,931
-2,200
| -14% | -$20.8K | ﹤0.01% | 322 |
|
|
2015
Q2 | $177K | Sell |
16,131
-500
| -3% | -$5.49K | 0.01% | 326 |
|
|
2015
Q1 | $212K | Sell |
16,631
-2,825
| -15% | -$36K | 0.01% | 315 |
|
|
2014
Q4 | $312K | Sell |
19,456
-620
| -3% | -$9.94K | 0.01% | 299 |
|
|
2014
Q3 | $382K | Buy |
20,076
+1,425
| +8% | +$27.1K | 0.01% | 278 |
|
|
2014
Q2 | $412K | Sell |
18,651
-900
| -5% | -$19.9K | 0.01% | 259 |
|
|
2014
Q1 | $372K | Buy |
19,551
+314
| +2% | +$5.98K | 0.01% | 276 |
|
|
2013
Q4 | $418K | Buy |
19,237
+671
| +4% | +$14.6K | 0.01% | 260 |
|
|
2013
Q3 | $430K | Sell |
18,566
-4,900
| -21% | -$113K | 0.01% | 267 |
|
|
2013
Q2 | $388K | Buy |
+23,466
| New | +$388K | 0.01% | 254 |
|