Arete Wealth Advisors’s Exco Resources XCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-12,698
| Closed | -$349K | – | 167 |
|
|
2015
Q1 | $349K | Sell |
12,698
-15,575
| -55% | -$428K | 0.23% | 95 |
|
|
2014
Q4 | $920K | Sell |
28,273
-9,826
| -26% | -$320K | 0.65% | 37 |
|
|
2014
Q3 | $1.91M | Buy |
38,099
+3,513
| +10% | +$176K | 1.44% | 16 |
|
|
2014
Q2 | $3.06M | Buy |
34,586
+6,870
| +25% | +$607K | 2.38% | 8 |
|
|
2014
Q1 | $2.33M | Buy |
27,716
+18,866
| +213% | +$1.58M | 2.16% | 9 |
|
|
2013
Q4 | $705K | Buy |
+8,850
| New | +$705K | 0.7% | 38 |
|