Focused Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-900
| Closed | -$162K | – | 728 |
|
|
2017
Q2 | $162K | Hold |
900
| – | – | 0.06% | 171 |
|
|
2017
Q1 | $126K | Hold |
900
| – | – | 0.05% | 198 |
|
|
2016
Q4 | $123K | Buy |
+900
| New | +$123K | 0.05% | 204 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$9K | – | 733 |
|
|
2015
Q3 | $9K | Hold |
100
| – | – | 0.01% | 421 |
|
|
2015
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 444 |
|
|
2015
Q1 | $9K | Hold |
100
| – | – | 0.01% | 449 |
|
|
2014
Q4 | $8K | Hold |
100
| – | – | 0.01% | 454 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2014
Q2 | $7K | Hold |
100
| – | – | 0.01% | 474 |
|
|
2014
Q1 | $6K | Hold |
100
| – | – | 0.01% | 464 |
|
|
2013
Q4 | $7K | Hold |
100
| – | – | 0.01% | 443 |
|
|
2013
Q3 | $7K | Buy |
+100
| New | +$7K | 0.01% | 415 |
|