West Oak Capital’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-300
| Closed | -$18.1K | – | 373 |
|
|
2018
Q2 | $18.1K | Sell |
300
-200
| -40% | -$12.1K | 0.01% | 234 |
|
|
2018
Q1 | $28.5K | Sell |
500
-700
| -58% | -$39.8K | 0.02% | 209 |
|
|
2017
Q4 | $73.8K | Hold |
1,200
| – | – | 0.05% | 152 |
|
|
2017
Q3 | $76.7K | Buy |
1,200
+900
| +300% | +$57.5K | 0.05% | 161 |
|
|
2017
Q2 | $18.8K | Hold |
300
| – | – | 0.01% | 243 |
|
|
2017
Q1 | $16.7K | Buy |
+300
| New | +$16.7K | 0.01% | 268 |
|