WFG Advisors’s ADVENT SOFTWARE INC ADVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-689
| Closed | -$22K | – | 2189 |
|
|
2014
Q2 | $22K | Buy |
689
+246
| +56% | +$7.86K | ﹤0.01% | 1243 |
|
|
2014
Q1 | $13K | Sell |
443
-10,862
| -96% | -$319K | ﹤0.01% | 1400 |
|
|
2013
Q4 | $395K | Buy |
11,305
+6,574
| +139% | +$230K | 0.06% | 358 |
|
|
2013
Q3 | $150K | Buy |
+4,731
| New | +$150K | 0.02% | 575 |
|