IFP Advisors’s Headwaters Inc HW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-592
| Closed | -$14K | – | 4333 |
|
|
2017
Q1 | $14K | Buy |
592
+92
| +18% | +$2.18K | ﹤0.01% | 2720 |
|
|
2016
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 2804 |
|
|
2016
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 3000 |
|
|
2016
Q2 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 2828 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$8K | – | 4085 |
|
|
2015
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 2717 |
|