BKS Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,500
| Closed | -$268K | – | 247 |
|
|
2016
Q2 | $268K | Hold |
2,500
| – | – | 0.14% | 140 |
|
|
2016
Q1 | $232K | Sell |
2,500
-1,000
| -29% | -$92.8K | 0.12% | 150 |
|
|
2015
Q4 | $274K | Hold |
3,500
| – | – | 0.14% | 115 |
|
|
2015
Q3 | $302K | Buy |
3,500
+1,000
| +40% | +$86.3K | 0.17% | 101 |
|
|
2015
Q2 | $212K | Buy |
+2,500
| New | +$212K | 0.1% | 143 |
|