WFG Advisors’s Chicago Bridge & Iron Nv CBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-528
| Closed | -$26K | – | 1762 |
|
|
2015
Q2 | $26K | Hold |
528
| – | – | 0.01% | 910 |
|
|
2015
Q1 | $26K | Sell |
528
-3
| -0.6% | -$148 | 0.01% | 919 |
|
|
2014
Q4 | $22K | Sell |
531
-2,382
| -82% | -$98.7K | ﹤0.01% | 1188 |
|
|
2014
Q3 | $169K | Buy |
2,913
+398
| +16% | +$23.1K | 0.03% | 492 |
|
|
2014
Q2 | $172K | Buy |
2,515
+230
| +10% | +$15.7K | 0.03% | 485 |
|
|
2014
Q1 | $199K | Buy |
2,285
+78
| +4% | +$6.79K | 0.04% | 434 |
|
|
2013
Q4 | $183K | Hold |
2,207
| – | – | 0.03% | 544 |
|
|
2013
Q3 | $150K | Buy |
2,207
+503
| +30% | +$34.2K | 0.02% | 574 |
|
|
2013
Q2 | $102K | Buy |
+1,704
| New | +$102K | 0.02% | 661 |
|