WFG Advisors’s CBL& Associates Properties, Inc. CBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $124K | Buy |
+14,745
| New | +$124K | 0.03% | 482 |
|
|
2016
Q1 | – | Sell |
-7,771
| Closed | -$96K | – | 1722 |
|
|
2015
Q4 | $96K | Hold |
7,771
| – | – | 0.03% | 479 |
|
|
2015
Q3 | $107K | Buy |
7,771
+622
| +9% | +$8.56K | 0.03% | 449 |
|
|
2015
Q2 | $116K | Buy |
7,149
+7,044
| +6,709% | +$114K | 0.03% | 495 |
|
|
2015
Q1 | $2K | Buy |
105
+2
| +2% | +$38 | ﹤0.01% | 1570 |
|
|
2014
Q4 | $2K | Buy |
103
+1
| +1% | +$19 | ﹤0.01% | 1878 |
|
|
2014
Q3 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 1894 |
|
|
2014
Q1 | – | Sell |
-186,137
| Closed | -$3.34M | – | 2282 |
|
|
2013
Q4 | $3.34M | Buy |
186,137
+558
| +0.3% | +$10K | 0.48% | 34 |
|
|
2013
Q3 | $3.55M | Sell |
185,579
-1,148
| -0.6% | -$21.9K | 0.55% | 31 |
|
|
2013
Q2 | $4M | Buy |
+186,727
| New | +$4M | 0.67% | 20 |
|