Winch Advisory Services’s VOLVO A B ADR-B VOLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,046
| Closed | -$10K | – | 303 |
|
|
2015
Q3 | $10K | Hold |
1,046
| – | – | 0.01% | 121 |
|
|
2015
Q2 | $13K | Buy |
1,046
+21
| +2% | +$261 | 0.01% | 167 |
|
|
2015
Q1 | $12K | Buy |
+1,025
| New | +$12K | 0.01% | 142 |
|
|
2014
Q4 | – | Sell |
-1,025
| Closed | -$11K | – | 240 |
|
|
2014
Q3 | $11K | Hold |
1,025
| – | – | 0.01% | 131 |
|
|
2014
Q2 | $14K | Buy |
1,025
+25
| +3% | +$341 | 0.01% | 145 |
|
|
2014
Q1 | $16K | Buy |
+1,000
| New | +$16K | 0.01% | 147 |
|