WFG Advisors’s Barron's 400 ETF BFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.82M | Buy |
48,097
+21,637
| +82% | +$817K | 0.41% | 61 |
|
|
2017
Q1 | $970K | Sell |
26,460
-21,017
| -44% | -$770K | 0.26% | 93 |
|
|
2016
Q4 | $1.66M | Buy |
47,477
+1,098
| +2% | +$38.5K | 0.41% | 58 |
|
|
2016
Q3 | $1.5M | Sell |
46,379
-3,949
| -8% | -$128K | 0.37% | 68 |
|
|
2016
Q2 | $1.53M | Buy |
50,328
+7,765
| +18% | +$236K | 0.41% | 57 |
|
|
2016
Q1 | $1.29M | Buy |
42,563
+10,055
| +31% | +$305K | 0.37% | 61 |
|
|
2015
Q4 | $982K | Buy |
+32,508
| New | +$982K | 0.29% | 81 |
|
|
2015
Q3 | – | Sell |
-7,170
| Closed | -$239K | – | 1609 |
|
|
2015
Q2 | $239K | Buy |
+7,170
| New | +$239K | 0.07% | 294 |
|