WFG Advisors’s PEABODY ENERGY CORP COM STK NEW (DE) BTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-25
| Closed | – | – | 1788 |
|
|
2016
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 1775 |
|
|
2015
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1738 |
|
|
2015
Q3 | – | Sell |
-290
| Closed | -$10K | – | 1783 |
|
|
2015
Q2 | $10K | Sell |
290
-36
| -11% | -$1.24K | ﹤0.01% | 1201 |
|
|
2015
Q1 | $24K | Sell |
326
-88
| -21% | -$6.48K | 0.01% | 938 |
|
|
2014
Q4 | $48K | Sell |
414
-1,655
| -80% | -$192K | 0.01% | 900 |
|
|
2014
Q3 | $384K | Buy |
2,069
+698
| +51% | +$130K | 0.07% | 309 |
|
|
2014
Q2 | $336K | Sell |
1,371
-194
| -12% | -$47.5K | 0.06% | 343 |
|
|
2014
Q1 | $384K | Sell |
1,565
-414
| -21% | -$102K | 0.08% | 288 |
|
|
2013
Q4 | $580K | Sell |
1,979
-60
| -3% | -$17.6K | 0.08% | 282 |
|
|
2013
Q3 | $528K | Buy |
2,039
+133
| +7% | +$34.4K | 0.08% | 273 |
|
|
2013
Q2 | $419K | Buy |
+1,906
| New | +$419K | 0.07% | 293 |
|