Winfield Associates’s First Capital FCAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-440
| Closed | -$17K | – | 302 |
|
|
2017
Q4 | $17K | Hold |
440
| – | – | 0.01% | 338 |
|
|
2017
Q3 | $16K | Hold |
440
| – | – | 0.01% | 334 |
|
|
2017
Q2 | $14K | Hold |
440
| – | – | 0.01% | 349 |
|
|
2017
Q1 | $15K | Hold |
440
| – | – | 0.01% | 315 |
|
|
2016
Q4 | $14K | Hold |
440
| – | – | 0.01% | 317 |
|
|
2016
Q3 | $14K | Hold |
440
| – | – | 0.01% | 297 |
|
|
2016
Q2 | $15K | Hold |
440
| – | – | 0.01% | 281 |
|
|
2016
Q1 | $12K | Hold |
440
| – | – | 0.01% | 295 |
|
|
2015
Q4 | $11K | Hold |
440
| – | – | 0.01% | 239 |
|
|
2015
Q3 | $12K | Buy |
+440
| New | +$12K | 0.01% | 233 |
|