Winch Advisory Services’s Bemis BMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,120
| Closed | -$118K | – | 482 |
|
|
2019
Q1 | $118K | Buy |
2,120
+13
| +0.6% | +$661 | 0.07% | 80 |
|
|
2018
Q4 | $97K | Buy |
2,107
+13
| +0.6% | +$606 | 0.05% | 80 |
|
|
2018
Q3 | $102K | Buy |
2,094
+13
| +0.6% | +$615 | 0.05% | 82 |
|
|
2018
Q2 | $88K | Buy |
2,081
+2,018
| +3,203% | +$87K | 0.05% | 93 |
|
|
2018
Q1 | $3K | Buy |
63
+1
| +2% | +$46 | ﹤0.01% | 258 |
|
|
2017
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 252 |
|
|
2017
Q3 | $3K | Buy |
62
+1
| +2% | +$45 | ﹤0.01% | 245 |
|
|
2017
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 257 |
|
|
2017
Q1 | $3K | Hold |
61
| – | – | ﹤0.01% | 237 |
|
|
2016
Q4 | $3K | Buy |
61
+1
| +2% | +$49 | ﹤0.01% | 219 |
|
|
2016
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 225 |
|
|
2016
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 219 |
|
|
2016
Q1 | $3K | Buy |
60
+1
| +2% | +$48 | ﹤0.01% | 187 |
|
|
2015
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 207 |
|
|
2015
Q3 | $2K | Hold |
59
| – | – | ﹤0.01% | 208 |
|
|
2015
Q2 | $3K | Buy |
59
+1
| +2% | +$46 | ﹤0.01% | 245 |
|
|
2015
Q1 | $3K | Buy |
+58
| New | +$2.69K | ﹤0.01% | 255 |
|
|
2014
Q4 | – | Sell |
-58
| Closed | -$2K | – | 202 |
|
|
2014
Q3 | $2K | Buy |
58
+1
| +2% | +$40 | ﹤0.01% | 209 |
|
|
2014
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 238 |
|
|
2014
Q1 | $2K | Buy |
+57
| New | +$2.22K | ﹤0.01% | 252 |
|