Wills Financial Group’s Potash Corp Of Saskatchewan POT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-35,619
| Closed | -$581K | – | 75 |
|
|
2017
Q2 | $581K | Sell |
35,619
-10,308
| -22% | -$168K | 0.43% | 49 |
|
|
2017
Q1 | $784K | Sell |
45,927
-1,520
| -3% | -$25.9K | 0.6% | 44 |
|
|
2016
Q4 | $858K | Sell |
47,447
-7,026
| -13% | -$127K | 0.7% | 41 |
|
|
2016
Q3 | $889K | Sell |
54,473
-6,093
| -10% | -$99.4K | 0.78% | 37 |
|
|
2016
Q2 | $984K | Sell |
60,566
-560
| -0.9% | -$9.1K | 0.82% | 41 |
|
|
2016
Q1 | $1.04M | Buy |
61,126
+192
| +0.3% | +$3.27K | 0.9% | 39 |
|
|
2015
Q4 | $1.04M | Sell |
60,934
-6,855
| -10% | -$117K | 0.92% | 37 |
|
|
2015
Q3 | $1.39M | Buy |
67,789
+1,420
| +2% | +$29.2K | 1.29% | 29 |
|
|
2015
Q2 | $2.06M | Buy |
66,369
+3,524
| +6% | +$109K | 1.75% | 19 |
|
|
2015
Q1 | $2.03M | Buy |
62,845
+3,799
| +6% | +$122K | 1.67% | 20 |
|
|
2014
Q4 | $2.09M | Sell |
59,046
-1,194
| -2% | -$42.2K | 1.69% | 20 |
|
|
2014
Q3 | $2.08M | Buy |
60,240
+1,600
| +3% | +$55.3K | 1.76% | 22 |
|
|
2014
Q2 | $2.23M | Buy |
58,640
+4,698
| +9% | +$178K | 1.85% | 21 |
|
|
2014
Q1 | $1.95M | Buy |
53,942
+9,062
| +20% | +$328K | 1.86% | 18 |
|
|
2013
Q4 | $1.48M | Buy |
+44,880
| New | +$1.48M | 1.52% | 24 |
|