WFG Advisors’s DREAMWORKS ANIMATION SKG INC CL-A DWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,467
| Closed | -$62K | – | 1773 |
|
|
2016
Q1 | $62K | Sell |
2,467
-1,200
| -33% | -$30.2K | 0.02% | 610 |
|
|
2015
Q4 | $94K | Sell |
3,667
-1,050
| -22% | -$26.9K | 0.03% | 487 |
|
|
2015
Q3 | $82K | Hold |
4,717
| – | – | 0.03% | 503 |
|
|
2015
Q2 | $124K | Hold |
4,717
| – | – | 0.03% | 475 |
|
|
2015
Q1 | $114K | Hold |
4,717
| – | – | 0.03% | 494 |
|
|
2014
Q4 | $105K | Hold |
4,717
| – | – | 0.02% | 620 |
|
|
2014
Q3 | $129K | Hold |
4,717
| – | – | 0.02% | 575 |
|
|
2014
Q2 | $110K | Hold |
4,717
| – | – | 0.02% | 630 |
|
|
2014
Q1 | $125K | Hold |
4,717
| – | – | 0.03% | 566 |
|
|
2013
Q4 | $167K | Sell |
4,717
-200
| -4% | -$7.08K | 0.02% | 575 |
|
|
2013
Q3 | $140K | Sell |
4,917
-175
| -3% | -$4.98K | 0.02% | 594 |
|
|
2013
Q2 | $131K | Buy |
+5,092
| New | +$131K | 0.02% | 580 |
|