Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$89K Sell
2,750
-998
-27% -$33.6K 0.02% 555
2017
Q1
$124K Buy
3,748
+1,706
+84% +$59.6K 0.03% 437
2016
Q4
$70K Buy
2,042
+1,400
+218% +$47.8K 0.02% 635
2016
Q3
$25K Buy
642
+1
+0.2% +$41 0.01% 895
2016
Q2
$25K Sell
641
-1,000
-61% -$33.1K 0.01% 867
2016
Q1
$44K Hold
1,641
0.01% 700
2015
Q4
$30K Buy
1,641
+241
+17% +$4.43K 0.01% 794
2015
Q3
$22K Buy
1,400
+1,000
+250% +$17.9K 0.01% 859
2015
Q2
$9K Sell
400
-1,100
-73% -$27.5K ﹤0.01% 1219
2015
Q1
$33K Hold
1,500
0.01% 837
2014
Q4
$28K Hold
1,500
0.01% 1111
2014
Q3
$35K Sell
1,500
-369
-20% -$9.41K 0.01% 1043
2014
Q2
$48K Sell
1,869
-842
-31% -$20.3K 0.01% 929
2014
Q1
$64K Sell
2,711
-13,114
-83% -$312K 0.01% 802
2013
Q4
$364K Buy
15,825
+5,232
+49% +$134K 0.05% 381
2013
Q3
$298K Buy
10,593
+1,868
+21% +$55.4K 0.05% 396
2013
Q2
$261K Buy
+8,725
New +$293K 0.04% 403

Other funds holding NEM