WFG Advisors’s Bemis BMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $111K | Sell |
2,394
-204
| -8% | -$9.46K | 0.03% | 508 |
|
|
2017
Q1 | $127K | Sell |
2,598
-340
| -12% | -$16.6K | 0.03% | 427 |
|
|
2016
Q4 | $141K | Buy |
2,938
+11
| +0.4% | +$528 | 0.03% | 451 |
|
|
2016
Q3 | $149K | Buy |
2,927
+12
| +0.4% | +$611 | 0.04% | 434 |
|
|
2016
Q2 | $150K | Sell |
2,915
-290
| -9% | -$14.9K | 0.04% | 403 |
|
|
2016
Q1 | $166K | Buy |
3,205
+314
| +11% | +$16.3K | 0.05% | 345 |
|
|
2015
Q4 | $129K | Buy |
2,891
+12
| +0.4% | +$535 | 0.04% | 403 |
|
|
2015
Q3 | $114K | Sell |
2,879
-107
| -4% | -$4.24K | 0.04% | 430 |
|
|
2015
Q2 | $134K | Sell |
2,986
-255
| -8% | -$11.4K | 0.04% | 459 |
|
|
2015
Q1 | $150K | Sell |
3,241
-26
| -0.8% | -$1.2K | 0.04% | 424 |
|
|
2014
Q4 | $148K | Buy |
3,267
+2,199
| +206% | +$99.6K | 0.03% | 530 |
|
|
2014
Q3 | $41K | Buy |
1,068
+6
| +0.6% | +$230 | 0.01% | 1000 |
|
|
2014
Q2 | $43K | Buy |
1,062
+6
| +0.6% | +$243 | 0.01% | 969 |
|
|
2014
Q1 | $41K | Sell |
1,056
-25,460
| -96% | -$989K | 0.01% | 994 |
|
|
2013
Q4 | $1.09M | Sell |
26,516
-7,991
| -23% | -$327K | 0.15% | 154 |
|
|
2013
Q3 | $1.35M | Buy |
34,507
+9
| +0% | +$351 | 0.21% | 122 |
|
|
2013
Q2 | $1.35M | Buy |
+34,498
| New | +$1.35M | 0.22% | 113 |
|