YorkBridge Wealth Partners’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-132
| Closed | -$24K | – | 808 |
|
|
2018
Q3 | $24K | Hold |
132
| – | – | 0.01% | 489 |
|
|
2018
Q2 | $22K | Sell |
132
-1,275
| -91% | -$213K | 0.01% | 524 |
|
|
2018
Q1 | $222K | Buy |
1,407
+213
| +18% | +$33.6K | 0.1% | 166 |
|
|
2017
Q4 | $156K | Buy |
1,194
+284
| +31% | +$37.1K | 0.08% | 209 |
|
|
2017
Q3 | $139K | Buy |
910
+205
| +29% | +$31.3K | 0.07% | 216 |
|
|
2017
Q2 | $116K | Buy |
705
+317
| +82% | +$52.2K | 0.06% | 243 |
|
|
2017
Q1 | $71K | Buy |
388
+371
| +2,182% | +$67.9K | 0.04% | 326 |
|
|
2016
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 739 |
|