Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-325
| Closed | -$2K | – | 1000 |
|
|
2015
Q3 | $2K | Hold |
325
| – | – | ﹤0.01% | 962 |
|
|
2015
Q2 | $2K | Hold |
325
| – | – | ﹤0.01% | 862 |
|
|
2015
Q1 | $3K | Hold |
325
| – | – | ﹤0.01% | 891 |
|
|
2014
Q4 | $3K | Hold |
325
| – | – | ﹤0.01% | 832 |
|
|
2014
Q3 | $3K | Buy |
+325
| New | +$3K | ﹤0.01% | 862 |
|
|
2014
Q2 | – | Sell |
-325
| Closed | -$3K | – | 966 |
|
|
2014
Q1 | $3K | Hold |
325
| – | – | ﹤0.01% | 805 |
|
|
2013
Q4 | $3K | Hold |
325
| – | – | ﹤0.01% | 741 |
|
|
2013
Q3 | $3K | Hold |
325
| – | – | ﹤0.01% | 776 |
|
|
2013
Q2 | $3K | Buy |
+325
| New | +$3K | ﹤0.01% | 771 |
|