WFG Advisors’s Associated Capital Group AC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $50K | Buy |
1,477
+492
| +50% | +$16.7K | 0.01% | 698 |
|
|
2017
Q1 | $35K | Sell |
985
-492
| -33% | -$17.5K | 0.01% | 752 |
|
|
2016
Q4 | $48K | Buy |
1,477
+1,212
| +457% | +$39.4K | 0.01% | 725 |
|
|
2016
Q3 | $9K | Buy |
265
+90
| +51% | +$3.06K | ﹤0.01% | 1147 |
|
|
2016
Q2 | $5K | Hold |
175
| – | – | ﹤0.01% | 1223 |
|
|
2016
Q1 | $5K | Hold |
175
| – | – | ﹤0.01% | 1177 |
|
|
2015
Q4 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 1206 |
|