WFG Advisors’s AMERN STRATEGIC INCOME PORTFOL ASP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-600
| Closed | -$6K | – | 2230 |
|
|
2014
Q2 | $6K | Hold |
600
| – | – | ﹤0.01% | 1641 |
|
|
2014
Q1 | $6K | Hold |
600
| – | – | ﹤0.01% | 1607 |
|
|
2013
Q4 | $5K | Buy |
600
+200
| +50% | +$1.93K | ﹤0.01% | 1781 |
|
|
2013
Q3 | $4K | Buy |
+400
| New | +$3.92K | ﹤0.01% | 1817 |
|