WFG Advisors’s Allied World Assurance Co Hld Lt AWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,100
| Closed | -$78K | – | 1787 |
|
|
2015
Q4 | $78K | Sell |
2,100
-1,100
| -34% | -$40.9K | 0.02% | 537 |
|
|
2015
Q3 | $122K | Hold |
3,200
| – | – | 0.04% | 413 |
|
|
2015
Q2 | $138K | Buy |
+3,200
| New | +$138K | 0.04% | 447 |
|
|
2015
Q1 | – | Sell |
-95
| Closed | -$4K | – | 2243 |
|
|
2014
Q4 | $4K | Sell |
95
-194
| -67% | -$8.17K | ﹤0.01% | 1722 |
|
|
2014
Q3 | $11K | Sell |
289
-405
| -58% | -$15.4K | ﹤0.01% | 1472 |
|
|
2014
Q2 | $26K | Buy |
694
+601
| +646% | +$22.5K | ﹤0.01% | 1171 |
|
|
2014
Q1 | $3K | Hold |
93
| – | – | ﹤0.01% | 1767 |
|
|
2013
Q4 | $3K | Hold |
93
| – | – | ﹤0.01% | 1934 |
|
|
2013
Q3 | $3K | Hold |
93
| – | – | ﹤0.01% | 1902 |
|
|
2013
Q2 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 1826 |
|