WFG Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11K | Buy |
504
+89
| +21% | +$1.94K | ﹤0.01% | 1100 |
|
|
2017
Q1 | $8K | Sell |
415
-89
| -18% | -$1.72K | ﹤0.01% | 1117 |
|
|
2016
Q4 | $9K | Hold |
504
| – | – | ﹤0.01% | 1127 |
|
|
2016
Q3 | $9K | Hold |
504
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q2 | $9K | Sell |
504
-9
| -2% | -$161 | ﹤0.01% | 1111 |
|
|
2016
Q1 | $9K | Sell |
513
-227
| -31% | -$3.98K | ﹤0.01% | 1067 |
|
|
2015
Q4 | $12K | Sell |
740
-247
| -25% | -$4.01K | ﹤0.01% | 1023 |
|
|
2015
Q3 | $16K | Sell |
987
-1,105
| -53% | -$17.9K | 0.01% | 956 |
|
|
2015
Q2 | $38K | Sell |
2,092
-1
| -0% | -$18 | 0.01% | 803 |
|
|
2015
Q1 | $39K | Sell |
2,093
-954
| -31% | -$17.8K | 0.01% | 793 |
|
|
2014
Q4 | $54K | Buy |
3,047
+225
| +8% | +$3.99K | 0.01% | 856 |
|
|
2014
Q3 | $45K | Buy |
2,822
+88
| +3% | +$1.4K | 0.01% | 963 |
|
|
2014
Q2 | $42K | Buy |
2,734
+299
| +12% | +$4.59K | 0.01% | 974 |
|
|
2014
Q1 | $35K | Buy |
2,435
+157
| +7% | +$2.26K | 0.01% | 1034 |
|
|
2013
Q4 | $31K | Buy |
2,278
+185
| +9% | +$2.52K | ﹤0.01% | 1158 |
|
|
2013
Q3 | $27K | Hold |
2,093
| – | – | ﹤0.01% | 1146 |
|
|
2013
Q2 | $26K | Buy |
+2,093
| New | +$26K | ﹤0.01% | 1108 |
|