WFG Advisors’s DST Systems Inc. DST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $198K | Buy |
3,205
+401
| +14% | +$24.8K | 0.04% | 368 |
|
|
2017
Q1 | $172K | Sell |
2,804
-600
| -18% | -$36.8K | 0.05% | 364 |
|
|
2016
Q4 | $182K | Buy |
3,404
+2
| +0.1% | +$107 | 0.04% | 403 |
|
|
2016
Q3 | $201K | Hold |
3,402
| – | – | 0.05% | 375 |
|
|
2016
Q2 | $198K | Buy |
3,402
+400
| +13% | +$23.3K | 0.05% | 343 |
|
|
2016
Q1 | $169K | Sell |
3,002
-200
| -6% | -$11.3K | 0.05% | 339 |
|
|
2015
Q4 | $183K | Buy |
3,202
+602
| +23% | +$34.4K | 0.05% | 309 |
|
|
2015
Q3 | $137K | Buy |
2,600
+200
| +8% | +$10.5K | 0.04% | 381 |
|
|
2015
Q2 | $151K | Buy |
+2,400
| New | +$151K | 0.04% | 415 |
|
|
2014
Q1 | – | Sell |
-140
| Closed | -$6K | – | 2407 |
|
|
2013
Q4 | $6K | Buy |
140
+2
| +1% | +$86 | ﹤0.01% | 1730 |
|
|
2013
Q3 | $5K | Hold |
138
| – | – | ﹤0.01% | 1770 |
|
|
2013
Q2 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 1699 |
|