WFG Advisors’s BOULDER TOTAL RETURN FD INC BTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-200
| Closed | -$6K | – | 2218 |
|
|
2014
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 1608 |
|
|
2014
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1679 |
|
|
2014
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1662 |
|
|
2014
Q1 | $5K | Buy |
200
+100
| +100% | +$2.5K | ﹤0.01% | 1636 |
|
|
2013
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2031 |
|
|
2013
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1986 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1899 |
|