WCM
SLA
Windsor Capital Management’s AMERICAN SELECT PTFL INC SLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-92,446
| Closed | -$989K | – | 97 |
|
|
2014
Q2 | $989K | Sell |
92,446
-1,483
| -2% | -$15.9K | 0.55% | 39 |
|
|
2014
Q1 | $933K | Sell |
93,929
-9,787
| -9% | -$97.2K | 0.56% | 39 |
|
|
2013
Q4 | $960K | Sell |
103,716
-9,130
| -8% | -$84.5K | 0.56% | 36 |
|
|
2013
Q3 | $1.08M | Sell |
112,846
-21,549
| -16% | -$207K | 0.63% | 31 |
|
|
2013
Q2 | $1.37M | Buy |
+134,395
| New | +$1.37M | 0.82% | 29 |
|