Well Done LLC’s Elkhorn S&P 500 Capital Expenditures Portfolio CAPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,047
| Closed | -$517K | – | 106 |
|
|
2016
Q4 | $517K | Hold |
20,047
| – | – | 0.2% | 57 |
|
|
2016
Q3 | $495 | Buy |
20,047
+1,007
| +5% | +$25 | 0.18% | 54 |
|
|
2016
Q2 | $452K | Buy |
19,040
+3,090
| +19% | +$73.4K | 0.16% | 55 |
|
|
2016
Q1 | $368K | Buy |
15,950
+6,891
| +76% | +$159K | 0.13% | 58 |
|
|
2015
Q4 | $206K | Buy |
+9,059
| New | +$206K | 0.07% | 83 |
|