RIA
Regal Investment Advisors’s WESCO International WCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-39,870
| Closed | -$2.77M | – | 278 |
|
|
2017
Q1 | $2.77M | Sell |
39,870
-17,507
| -31% | -$1.22M | 0.72% | 44 |
|
|
2016
Q4 | $3.82M | Sell |
57,377
-4,198
| -7% | -$279K | 1.06% | 19 |
|
|
2016
Q3 | $3.79M | Sell |
61,575
-5,525
| -8% | -$340K | 1.07% | 20 |
|
|
2016
Q2 | $3.46M | Sell |
67,100
-7,056
| -10% | -$363K | 0.95% | 26 |
|
|
2016
Q1 | $4.05M | Buy |
+74,156
| New | +$4.05M | 1.1% | 18 |
|