Woodmont Investment Counsel’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-13,879
| Closed | -$58K | – | 170 |
|
|
2018
Q1 | $58K | Sell |
13,879
-76,305
| -85% | -$319K | 0.02% | 170 |
|
|
2017
Q4 | $376K | Hold |
90,184
| – | – | 0.1% | 149 |
|
|
2017
Q3 | $363K | Hold |
90,184
| – | – | 0.1% | 145 |
|
|
2017
Q2 | $371K | Sell |
90,184
-46,300
| -34% | -$190K | 0.1% | 142 |
|
|
2017
Q1 | $430K | Buy |
136,484
+54,884
| +67% | +$173K | 0.13% | 140 |
|
|
2016
Q4 | $297K | Buy |
+81,600
| New | +$297K | 0.09% | 164 |
|