WFG Advisors’s Deutsche High Incm Opportunities DHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $12K | Buy |
+800
| New | +$12K | ﹤0.01% | 1098 |
|
|
2017
Q1 | – | Sell |
-800
| Closed | -$12K | – | 1761 |
|
|
2016
Q4 | $12K | Hold |
800
| – | – | ﹤0.01% | 1070 |
|
|
2016
Q3 | $11K | Hold |
800
| – | – | ﹤0.01% | 1112 |
|
|
2016
Q2 | $11K | Sell |
800
-100
| -11% | -$1.38K | ﹤0.01% | 1083 |
|
|
2016
Q1 | $12K | Sell |
900
-100
| -10% | -$1.33K | ﹤0.01% | 1023 |
|
|
2015
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1020 |
|
|
2015
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1034 |
|
|
2015
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 1079 |
|
|
2015
Q1 | $14K | Sell |
1,000
-300
| -23% | -$4.2K | ﹤0.01% | 1111 |
|
|
2014
Q4 | $18K | Hold |
1,300
| – | – | ﹤0.01% | 1267 |
|
|
2014
Q3 | $19K | Hold |
1,300
| – | – | ﹤0.01% | 1303 |
|
|
2014
Q2 | $19K | Sell |
1,300
-132
| -9% | -$1.93K | ﹤0.01% | 1301 |
|
|
2014
Q1 | $21K | Hold |
1,432
| – | – | ﹤0.01% | 1235 |
|
|
2013
Q4 | $21K | Buy |
1,432
+1,000
| +231% | +$14.7K | ﹤0.01% | 1339 |
|
|
2013
Q3 | $6K | Hold |
432
| – | – | ﹤0.01% | 1709 |
|
|
2013
Q2 | $6K | Buy |
+432
| New | +$6K | ﹤0.01% | 1638 |
|