WFG Advisors’s Consumer Portfolio Services CPSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,416
| Closed | -$33K | – | 1795 |
|
|
2014
Q4 | $33K | Sell |
4,416
-4,700
| -52% | -$35.1K | 0.01% | 1041 |
|
|
2014
Q3 | $58K | Hold |
9,116
| – | – | 0.01% | 869 |
|
|
2014
Q2 | $69K | Hold |
9,116
| – | – | 0.01% | 788 |
|
|
2014
Q1 | $62K | Buy |
9,116
+532
| +6% | +$3.62K | 0.01% | 819 |
|
|
2013
Q4 | $81K | Buy |
8,584
+7,784
| +973% | +$73.5K | 0.01% | 817 |
|
|
2013
Q3 | $5K | Buy |
800
+400
| +100% | +$2.5K | ﹤0.01% | 1722 |
|
|
2013
Q2 | $3K | Buy |
+400
| New | +$3K | ﹤0.01% | 1765 |
|