WFG Advisors’s Centerspace CSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-67
| Closed | -$4K | – | 1574 |
|
|
2016
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 1293 |
|
|
2016
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 1269 |
|
|
2016
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 1184 |
|
|
2015
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 1213 |
|
|
2015
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 1246 |
|
|
2015
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 1333 |
|
|
2015
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 1348 |
|
|
2014
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 1613 |
|
|
2014
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 1632 |
|
|
2014
Q2 | $6K | Hold |
67
| – | – | ﹤0.01% | 1591 |
|
|
2014
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 1572 |
|
|
2013
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 1701 |
|
|
2013
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 1724 |
|
|
2013
Q2 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 1600 |
|