WFG Advisors’s China Auto Logistics Inc CALI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,003
| Closed | -$4K | – | 1806 |
|
|
2015
Q2 | $4K | Hold |
3,003
| – | – | ﹤0.01% | 1399 |
|
|
2015
Q1 | $3K | Sell |
3,003
-4,668
| -61% | -$4.66K | ﹤0.01% | 1501 |
|
|
2014
Q4 | $8K | Hold |
7,671
| – | – | ﹤0.01% | 1539 |
|
|
2014
Q3 | $13K | Sell |
7,671
-6,684
| -47% | -$11.3K | ﹤0.01% | 1414 |
|
|
2014
Q2 | $29K | Hold |
14,355
| – | – | 0.01% | 1131 |
|
|
2014
Q1 | $54K | Hold |
14,355
| – | – | 0.01% | 888 |
|
|
2013
Q4 | $51K | Hold |
14,355
| – | – | 0.01% | 1004 |
|
|
2013
Q3 | $33K | Hold |
14,355
| – | – | 0.01% | 1088 |
|
|
2013
Q2 | $41K | Buy |
+14,355
| New | +$41K | 0.01% | 966 |
|