WFG Advisors’s CHAMBERS STR PPTYS COM CSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-13,669
| Closed | -$89K | – | 1742 |
|
|
2015
Q3 | $89K | Buy |
13,669
+169
| +1% | +$1.1K | 0.03% | 482 |
|
|
2015
Q2 | $107K | Sell |
13,500
-6,647
| -33% | -$52.7K | 0.03% | 515 |
|
|
2015
Q1 | $159K | Sell |
20,147
-4,337
| -18% | -$34.2K | 0.04% | 411 |
|
|
2014
Q4 | $197K | Sell |
24,484
-9,471
| -28% | -$76.2K | 0.04% | 433 |
|
|
2014
Q3 | $256K | Sell |
33,955
-2,545
| -7% | -$19.2K | 0.05% | 394 |
|
|
2014
Q2 | $293K | Sell |
36,500
-213
| -0.6% | -$1.71K | 0.05% | 359 |
|
|
2014
Q1 | $285K | Sell |
36,713
-12,416
| -25% | -$96.4K | 0.06% | 363 |
|
|
2013
Q4 | $376K | Buy |
49,129
+7,733
| +19% | +$59.2K | 0.05% | 369 |
|
|
2013
Q3 | $363K | Sell |
41,396
-58,945
| -59% | -$517K | 0.06% | 349 |
|
|
2013
Q2 | $1M | Buy |
+100,341
| New | +$1M | 0.17% | 151 |
|