WFG Advisors’s Adeia ADEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-582
| Closed | -$5K | – | 1537 |
|
|
2017
Q1 | $5K | Hold |
582
| – | – | ﹤0.01% | 1204 |
|
|
2016
Q4 | $7K | Hold |
582
| – | – | ﹤0.01% | 1184 |
|
|
2016
Q3 | $6K | Hold |
582
| – | – | ﹤0.01% | 1227 |
|
|
2016
Q2 | $5K | Hold |
582
| – | – | ﹤0.01% | 1224 |
|
|
2016
Q1 | $5K | Hold |
582
| – | – | ﹤0.01% | 1178 |
|
|
2015
Q4 | $5K | Hold |
582
| – | – | ﹤0.01% | 1207 |
|
|
2015
Q3 | $5K | Buy |
+582
| New | +$5K | ﹤0.01% | 1240 |
|
|
2015
Q2 | – | Sell |
-945
| Closed | -$10K | – | 1646 |
|
|
2015
Q1 | $10K | Buy |
+945
| New | +$10K | ﹤0.01% | 1186 |
|