WFG Advisors’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1533 |
|
|
2017
Q1 | $1K | Sell |
36
-17
| -32% | -$472 | ﹤0.01% | 1466 |
|
|
2016
Q4 | $2K | Buy |
53
+36
| +212% | +$1.36K | ﹤0.01% | 1441 |
|
|
2016
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1544 |
|
|
2016
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1537 |
|
|
2016
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1508 |
|
|
2013
Q4 | – | Sell |
-785
| Closed | -$23K | – | 2425 |
|
|
2013
Q3 | $23K | Buy |
785
+48
| +7% | +$1.41K | ﹤0.01% | 1231 |
|
|
2013
Q2 | $21K | Buy |
+737
| New | +$21K | ﹤0.01% | 1206 |
|