YorkBridge Wealth Partners’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-28
| Closed | -$4K | – | 340 |
|
|
2019
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 668 |
|
|
2019
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 667 |
|
|
2018
Q4 | $5K | Hold |
28
| – | – | ﹤0.01% | 635 |
|
|
2018
Q3 | $5K | Sell |
28
-11
| -28% | -$1.96K | ﹤0.01% | 654 |
|
|
2018
Q2 | $7K | Hold |
39
| – | – | ﹤0.01% | 656 |
|
|
2018
Q1 | $6K | Sell |
39
-16
| -29% | -$2.46K | ﹤0.01% | 667 |
|
|
2017
Q4 | $7K | Sell |
55
-785
| -93% | -$99.9K | ﹤0.01% | 665 |
|
|
2017
Q3 | $101K | Buy |
840
+86
| +11% | +$10.3K | 0.05% | 279 |
|
|
2017
Q2 | $96K | Buy |
754
+46
| +6% | +$5.86K | 0.05% | 281 |
|
|
2017
Q1 | $90K | Buy |
708
+77
| +12% | +$9.79K | 0.05% | 288 |
|
|
2016
Q4 | $91K | Buy |
+631
| New | +$91K | 0.05% | 251 |
|