WFG Advisors’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Buy |
61
+21
| +53% | +$344 | ﹤0.01% | 1459 |
|
|
2017
Q1 | $0 | Sell |
40
-21
| -34% | – | ﹤0.01% | 1491 |
|
|
2016
Q4 | $0 | Buy |
+61
| New | – | ﹤0.01% | 1551 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$1K | – | 2073 |
|
|
2014
Q2 | $1K | Sell |
100
-7,845
| -99% | -$78.5K | ﹤0.01% | 1864 |
|
|
2014
Q1 | $64K | Buy |
7,945
+7,834
| +7,058% | +$63.1K | 0.01% | 800 |
|
|
2013
Q4 | $1K | Sell |
111
-500
| -82% | -$4.51K | ﹤0.01% | 2053 |
|
|
2013
Q3 | $5K | Hold |
611
| – | – | ﹤0.01% | 1717 |
|
|
2013
Q2 | $6K | Buy |
+611
| New | +$6K | ﹤0.01% | 1596 |
|