WFG Advisors’s Belden BDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $20K | Hold |
265
| – | – | ﹤0.01% | 956 |
|
|
2017
Q1 | $18K | Hold |
265
| – | – | ﹤0.01% | 905 |
|
|
2016
Q4 | $20K | Hold |
265
| – | – | ﹤0.01% | 936 |
|
|
2016
Q3 | $18K | Hold |
265
| – | – | ﹤0.01% | 963 |
|
|
2016
Q2 | $16K | Hold |
265
| – | – | ﹤0.01% | 963 |
|
|
2016
Q1 | $16K | Sell |
265
-577
| -69% | -$34.8K | ﹤0.01% | 928 |
|
|
2015
Q4 | $40K | Buy |
842
+263
| +45% | +$12.5K | 0.01% | 717 |
|
|
2015
Q3 | $27K | Sell |
579
-487
| -46% | -$22.7K | 0.01% | 805 |
|
|
2015
Q2 | $87K | Sell |
1,066
-25
| -2% | -$2.04K | 0.02% | 570 |
|
|
2015
Q1 | $102K | Sell |
1,091
-158
| -13% | -$14.8K | 0.03% | 531 |
|
|
2014
Q4 | $98K | Buy |
1,249
+284
| +29% | +$22.3K | 0.02% | 642 |
|
|
2014
Q3 | $62K | Buy |
965
+264
| +38% | +$17K | 0.01% | 844 |
|
|
2014
Q2 | $55K | Buy |
701
+401
| +134% | +$31.5K | 0.01% | 872 |
|
|
2014
Q1 | $21K | Sell |
300
-10
| -3% | -$700 | ﹤0.01% | 1223 |
|
|
2013
Q4 | $22K | Hold |
310
| – | – | ﹤0.01% | 1312 |
|
|
2013
Q3 | $20K | Buy |
+310
| New | +$20K | ﹤0.01% | 1271 |
|