Wellesley Investment Partners’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,797
| Closed | -$750K | – | 119 |
|
|
2017
Q2 | $750K | Buy |
6,797
+384
| +6% | +$42.4K | 0.32% | 63 |
|
|
2017
Q1 | $703K | Buy |
6,413
+1,083
| +20% | +$119K | 0.31% | 62 |
|
|
2016
Q4 | $562K | Sell |
5,330
-155
| -3% | -$16.3K | 0.27% | 63 |
|
|
2016
Q3 | $720K | Buy |
5,485
+280
| +5% | +$36.8K | 0.37% | 48 |
|
|
2016
Q2 | $685K | Buy |
5,205
+309
| +6% | +$40.7K | 0.37% | 42 |
|
|
2016
Q1 | $610K | Buy |
4,896
+54
| +1% | +$6.73K | 0.37% | 48 |
|
|
2015
Q4 | $605K | Buy |
+4,842
| New | +$605K | 0.42% | 41 |
|