WFG Advisors’s Clearfield CLFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $231K | Buy |
+17,475
| New | +$231K | 0.05% | 337 |
|
|
2017
Q1 | – | Sell |
-70
| Closed | -$1K | – | 1506 |
|
|
2016
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 1462 |
|
|
2016
Q3 | $1K | Sell |
70
-1,000
| -93% | -$14.3K | ﹤0.01% | 1454 |
|
|
2016
Q2 | $19K | Sell |
1,070
-5,700
| -84% | -$101K | 0.01% | 925 |
|
|
2016
Q1 | $109K | Buy |
6,770
+6,500
| +2,407% | +$105K | 0.03% | 451 |
|
|
2015
Q4 | $4K | Hold |
270
| – | – | ﹤0.01% | 1260 |
|
|
2015
Q3 | $4K | Sell |
270
-800
| -75% | -$11.9K | ﹤0.01% | 1290 |
|
|
2015
Q2 | $17K | Sell |
1,070
-4,841
| -82% | -$76.9K | ﹤0.01% | 1023 |
|
|
2015
Q1 | $88K | Sell |
5,911
-22,960
| -80% | -$342K | 0.02% | 569 |
|
|
2014
Q4 | $355K | Sell |
28,871
-26,966
| -48% | -$332K | 0.07% | 304 |
|
|
2014
Q3 | $711K | Sell |
55,837
-2,868
| -5% | -$36.5K | 0.14% | 184 |
|
|
2014
Q2 | $986K | Buy |
58,705
+1,470
| +3% | +$24.7K | 0.18% | 132 |
|
|
2014
Q1 | $1.32M | Sell |
57,235
-41,950
| -42% | -$969K | 0.27% | 77 |
|
|
2013
Q4 | $2.01M | Buy |
99,185
+15,725
| +19% | +$318K | 0.29% | 77 |
|
|
2013
Q3 | $1.12M | Buy |
+83,460
| New | +$1.12M | 0.17% | 147 |
|