Westover Capital Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-21,050
| Closed | -$236K | – | 180 |
|
|
2021
Q3 | $236K | Sell |
21,050
-70,482
| -77% | -$790K | 0.07% | 160 |
|
|
2021
Q2 | $1.15M | Buy |
91,532
+40,882
| +81% | +$514K | 0.37% | 66 |
|
|
2021
Q1 | $668K | Buy |
50,650
+4,780
| +10% | +$63K | 0.23% | 84 |
|
|
2020
Q4 | $548K | Buy |
+45,870
| New | +$548K | 0.2% | 91 |
|
|
2020
Q2 | – | Sell |
-16,930
| Closed | -$137K | – | 117 |
|
|
2020
Q1 | $137K | Sell |
16,930
-36,812
| -68% | -$298K | 0.07% | 112 |
|
|
2019
Q4 | $472K | Buy |
+53,742
| New | +$472K | 0.21% | 90 |
|