WFG Advisors’s Baytex Energy BTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-111
| Closed | -$1K | – | 1571 |
|
|
2016
Q2 | $1K | Hold |
111
| – | – | ﹤0.01% | 1434 |
|
|
2016
Q1 | $0 | Hold |
111
| – | – | ﹤0.01% | 1534 |
|
|
2015
Q4 | $0 | Sell |
111
-100
| -47% | – | ﹤0.01% | 1567 |
|
|
2015
Q3 | $1K | Hold |
211
| – | – | ﹤0.01% | 1472 |
|
|
2015
Q2 | $3K | Hold |
211
| – | – | ﹤0.01% | 1404 |
|
|
2015
Q1 | $3K | Hold |
211
| – | – | ﹤0.01% | 1444 |
|
|
2014
Q4 | $4K | Hold |
211
| – | – | ﹤0.01% | 1672 |
|
|
2014
Q3 | $8K | Hold |
211
| – | – | ﹤0.01% | 1535 |
|
|
2014
Q2 | $10K | Sell |
211
-108
| -34% | -$5.12K | ﹤0.01% | 1466 |
|
|
2014
Q1 | $13K | Sell |
319
-8,747
| -96% | -$356K | ﹤0.01% | 1384 |
|
|
2013
Q4 | $355K | Buy |
9,066
+60
| +0.7% | +$2.35K | 0.05% | 387 |
|
|
2013
Q3 | $372K | Buy |
9,006
+101
| +1% | +$4.17K | 0.06% | 342 |
|
|
2013
Q2 | $321K | Buy |
+8,905
| New | +$321K | 0.05% | 355 |
|