WFG Advisors’s Bath & Body Works BBWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 1353 |
|
|
2017
Q1 | $3K | Sell |
77
-204
| -73% | -$7.95K | ﹤0.01% | 1269 |
|
|
2016
Q4 | $15K | Sell |
281
-93
| -25% | -$4.96K | ﹤0.01% | 995 |
|
|
2016
Q3 | $21K | Sell |
374
-132
| -26% | -$7.41K | 0.01% | 930 |
|
|
2016
Q2 | $27K | Hold |
506
| – | – | 0.01% | 846 |
|
|
2016
Q1 | $36K | Sell |
506
-247
| -33% | -$17.6K | 0.01% | 746 |
|
|
2015
Q4 | $58K | Sell |
753
-235
| -24% | -$18.1K | 0.02% | 625 |
|
|
2015
Q3 | $72K | Hold |
988
| – | – | 0.02% | 537 |
|
|
2015
Q2 | $68K | Hold |
988
| – | – | 0.02% | 638 |
|
|
2015
Q1 | $75K | Sell |
988
-187
| -16% | -$14.2K | 0.02% | 618 |
|
|
2014
Q4 | $82K | Hold |
1,175
| – | – | 0.02% | 701 |
|
|
2014
Q3 | $64K | Hold |
1,175
| – | – | 0.01% | 826 |
|
|
2014
Q2 | $56K | Sell |
1,175
-61
| -5% | -$2.91K | 0.01% | 862 |
|
|
2014
Q1 | $57K | Hold |
1,236
| – | – | 0.01% | 857 |
|
|
2013
Q4 | $62K | Hold |
1,236
| – | – | 0.01% | 910 |
|
|
2013
Q3 | $61K | Hold |
1,236
| – | – | 0.01% | 846 |
|
|
2013
Q2 | $49K | Buy |
+1,236
| New | +$49K | 0.01% | 888 |
|