WFG Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-107
| Closed | -$1K | – | 1595 |
|
|
2015
Q2 | $1K | Buy |
+107
| New | +$1K | ﹤0.01% | 1535 |
|
|
2015
Q1 | – | Sell |
-1,473
| Closed | -$8K | – | 1739 |
|
|
2014
Q4 | $8K | Sell |
1,473
-3,767
| -72% | -$20.5K | ﹤0.01% | 1500 |
|
|
2014
Q3 | $30K | Buy |
5,240
+1,407
| +37% | +$8.06K | 0.01% | 1114 |
|
|
2014
Q2 | $23K | Hold |
3,833
| – | – | ﹤0.01% | 1208 |
|
|
2014
Q1 | $24K | Sell |
3,833
-15,155
| -80% | -$94.9K | ﹤0.01% | 1182 |
|
|
2013
Q4 | $122K | Sell |
18,988
-87
| -0.5% | -$559 | 0.02% | 666 |
|
|
2013
Q3 | $96K | Buy |
19,075
+2,609
| +16% | +$13.1K | 0.01% | 708 |
|
|
2013
Q2 | $76K | Buy |
+16,466
| New | +$76K | 0.01% | 753 |
|