WFG Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-204
| Closed | -$2K | – | 1492 |
|
|
2016
Q4 | $2K | Buy |
204
+87
| +74% | +$853 | ﹤0.01% | 1396 |
|
|
2016
Q3 | $1K | Buy |
117
+1
| +0.9% | +$9 | ﹤0.01% | 1449 |
|
|
2016
Q2 | $1K | Buy |
116
+2
| +2% | +$17 | ﹤0.01% | 1432 |
|
|
2016
Q1 | $1K | Hold |
114
| – | – | ﹤0.01% | 1394 |
|
|
2015
Q4 | $1K | Sell |
114
-1
| -0.9% | -$9 | ﹤0.01% | 1427 |
|
|
2015
Q3 | $2K | Buy |
115
+1
| +0.9% | +$17 | ﹤0.01% | 1386 |
|
|
2015
Q2 | $2K | Buy |
114
+2
| +2% | +$35 | ﹤0.01% | 1460 |
|
|
2015
Q1 | $2K | Sell |
112
-97
| -46% | -$1.73K | ﹤0.01% | 1512 |
|
|
2014
Q4 | $3K | Hold |
209
| – | – | ﹤0.01% | 1735 |
|
|
2014
Q3 | $3K | Hold |
209
| – | – | ﹤0.01% | 1754 |
|
|
2014
Q2 | $3K | Hold |
209
| – | – | ﹤0.01% | 1725 |
|
|
2014
Q1 | $3K | Buy |
+209
| New | +$3K | ﹤0.01% | 1707 |
|
|
2013
Q4 | – | Sell |
-206
| Closed | -$3K | – | 2226 |
|
|
2013
Q3 | $3K | Sell |
206
-18
| -8% | -$262 | ﹤0.01% | 1825 |
|
|
2013
Q2 | $3K | Buy |
+224
| New | +$3K | ﹤0.01% | 1761 |
|