IFP Advisors’s West Corporation WSTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-43
| Closed | -$1K | – | 4305 |
|
|
2017
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 3992 |
|
|
2017
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 3997 |
|
|
2017
Q1 | $1K | Buy |
43
+10
| +30% | +$233 | ﹤0.01% | 3897 |
|
|
2016
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 3896 |
|
|
2016
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 3827 |
|
|
2016
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 3748 |
|
|
2016
Q1 | – | Sell |
-225
| Closed | -$5K | – | 4030 |
|
|
2015
Q4 | $5K | Buy |
+225
| New | +$5K | ﹤0.01% | 3004 |
|