WFG Advisors’s BURGER KING WORLDWIDE BKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,006
| Closed | -$30K | – | 2345 |
|
|
2014
Q3 | $30K | Buy |
1,006
+200
| +25% | +$5.7K | 0.01% | 1131 |
|
|
2014
Q2 | $22K | Hold |
806
| – | – | ﹤0.01% | 1249 |
|
|
2014
Q1 | $21K | Hold |
806
| – | – | ﹤0.01% | 1240 |
|
|
2013
Q4 | $18K | Hold |
806
| – | – | ﹤0.01% | 1393 |
|
|
2013
Q3 | $16K | Hold |
806
| – | – | ﹤0.01% | 1360 |
|
|
2013
Q2 | $16K | Buy |
+806
| New | +$15.3K | ﹤0.01% | 1307 |
|