WFG Advisors’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-15
| Closed | -$17K | – | 2063 |
|
|
2014
Q3 | $17K | Hold |
15
| – | – | ﹤0.01% | 1323 |
|
|
2014
Q2 | $18K | Sell |
15
-36
| -71% | -$43.2K | ﹤0.01% | 1303 |
|
|
2014
Q1 | $58K | Hold |
51
| – | – | 0.01% | 849 |
|
|
2013
Q4 | $54K | Hold |
51
| – | – | 0.01% | 969 |
|
|
2013
Q3 | $55K | Hold |
51
| – | – | 0.01% | 892 |
|
|
2013
Q2 | $57K | Buy |
+51
| New | +$57K | 0.01% | 832 |
|