IFP Advisors’s Advent/Claymore Enhanced Gth & F LCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-400
| Closed | -$3K | – | 4158 |
|
|
2018
Q1 | $3K | Hold |
400
| – | – | ﹤0.01% | 3460 |
|
|
2017
Q4 | $3K | Sell |
400
-200
| -33% | -$1.5K | ﹤0.01% | 3460 |
|
|
2017
Q3 | $5K | Hold |
600
| – | – | ﹤0.01% | 3412 |
|
|
2017
Q2 | $5K | Hold |
600
| – | – | ﹤0.01% | 3423 |
|
|
2017
Q1 | $5K | Hold |
600
| – | – | ﹤0.01% | 3323 |
|
|
2016
Q4 | $5K | Hold |
600
| – | – | ﹤0.01% | 3329 |
|
|
2016
Q3 | $5K | Hold |
600
| – | – | ﹤0.01% | 3266 |
|
|
2016
Q2 | $5K | Buy |
+600
| New | +$5K | ﹤0.01% | 3187 |
|
|
2016
Q1 | – | Sell |
-600
| Closed | -$5K | – | 3934 |
|
|
2015
Q4 | $5K | Buy |
+600
| New | +$5K | ﹤0.01% | 2998 |
|