WFG Advisors’s iShares MSCI BIC ETF BKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $21K | Buy |
561
+2
| +0.4% | +$75 | ﹤0.01% | 937 |
|
|
2017
Q1 | $20K | Hold |
559
| – | – | 0.01% | 875 |
|
|
2016
Q4 | $18K | Sell |
559
-373
| -40% | -$12K | ﹤0.01% | 955 |
|
|
2016
Q3 | $32K | Sell |
932
-200
| -18% | -$6.87K | 0.01% | 817 |
|
|
2016
Q2 | $35K | Buy |
1,132
+981
| +650% | +$30.3K | 0.01% | 784 |
|
|
2016
Q1 | $4K | Sell |
151
-1,152
| -88% | -$30.5K | ﹤0.01% | 1226 |
|
|
2015
Q4 | $38K | Buy |
1,303
+19
| +1% | +$554 | 0.01% | 733 |
|
|
2015
Q3 | $38K | Sell |
1,284
-247
| -16% | -$7.31K | 0.01% | 720 |
|
|
2015
Q2 | $57K | Hold |
1,531
| – | – | 0.02% | 686 |
|
|
2015
Q1 | $56K | Buy |
1,531
+850
| +125% | +$31.1K | 0.02% | 693 |
|
|
2014
Q4 | $24K | Buy |
681
+8
| +1% | +$282 | ﹤0.01% | 1146 |
|
|
2014
Q3 | $25K | Buy |
673
+7
| +1% | +$260 | ﹤0.01% | 1182 |
|
|
2014
Q2 | $26K | Sell |
666
-1,811
| -73% | -$70.7K | ﹤0.01% | 1154 |
|
|
2014
Q1 | $90K | Hold |
2,477
| – | – | 0.02% | 672 |
|
|
2013
Q4 | $93K | Buy |
2,477
+1,478
| +148% | +$55.5K | 0.01% | 768 |
|
|
2013
Q3 | $37K | Buy |
999
+9
| +0.9% | +$333 | 0.01% | 1033 |
|
|
2013
Q2 | $34K | Buy |
+990
| New | +$34K | 0.01% | 1024 |
|