YWP
YorkBridge Wealth Partners’s ICU Medical ICUI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15
| Closed | -$4K | – | 798 |
|
|
2018
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 701 |
|
|
2018
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 695 |
|
|
2017
Q4 | $3K | Buy |
15
+4
| +36% | +$800 | ﹤0.01% | 753 |
|
|
2017
Q3 | $2K | Sell |
11
-3
| -21% | -$545 | ﹤0.01% | 784 |
|
|
2017
Q2 | $2K | Sell |
14
-3
| -18% | -$429 | ﹤0.01% | 778 |
|
|
2017
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 727 |
|
|
2016
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 714 |
|