WFG Advisors’s CONCHO RESOURCES INC. CXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $15K | Hold |
125
| – | – | ﹤0.01% | 1031 |
|
|
2017
Q1 | $16K | Hold |
125
| – | – | ﹤0.01% | 951 |
|
|
2016
Q4 | $17K | Buy |
+125
| New | +$17K | ﹤0.01% | 978 |
|
|
2015
Q3 | – | Sell |
-250
| Closed | -$28K | – | 1741 |
|
|
2015
Q2 | $28K | Hold |
250
| – | – | 0.01% | 890 |
|
|
2015
Q1 | $29K | Hold |
250
| – | – | 0.01% | 892 |
|
|
2014
Q4 | $25K | Hold |
250
| – | – | 0.01% | 1144 |
|
|
2014
Q3 | $31K | Hold |
250
| – | – | 0.01% | 1108 |
|
|
2014
Q2 | $36K | Sell |
250
-1,000
| -80% | -$144K | 0.01% | 1041 |
|
|
2014
Q1 | $153K | Hold |
1,250
| – | – | 0.03% | 493 |
|
|
2013
Q4 | $135K | Hold |
1,250
| – | – | 0.02% | 636 |
|
|
2013
Q3 | $136K | Buy |
1,250
+250
| +25% | +$27.2K | 0.02% | 601 |
|
|
2013
Q2 | $84K | Buy |
+1,000
| New | +$84K | 0.01% | 721 |
|