WFG Advisors’s Alexander & Baldwin ALEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-132
| Closed | -$5K | – | 1541 |
|
|
2016
Q3 | $5K | Hold |
132
| – | – | ﹤0.01% | 1254 |
|
|
2016
Q2 | $5K | Buy |
132
+1
| +0.8% | +$38 | ﹤0.01% | 1226 |
|
|
2016
Q1 | $5K | Hold |
131
| – | – | ﹤0.01% | 1179 |
|
|
2015
Q4 | $5K | Hold |
131
| – | – | ﹤0.01% | 1209 |
|
|
2015
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 1287 |
|
|
2015
Q2 | $5K | Hold |
131
| – | – | ﹤0.01% | 1329 |
|
|
2015
Q1 | $6K | Buy |
131
+1
| +0.8% | +$46 | ﹤0.01% | 1300 |
|
|
2014
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 1609 |
|
|
2014
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 1628 |
|
|
2014
Q2 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 1631 |
|